Our Family Is Growing
Work with purpose | Impact your community | Enjoy your job
Stewardship Insurance is hiring:
A humbly confident Customer Service Representative with a servant’s heart.
At Stewardship, we love people through finances. We have an amazing team that is on a mission to serve people well in this way.
This past year we have been able to love more people through finances than any other previous year! We are excited about the growth. What a blessing!!! That said, we need to hire a dedicated Customer Service Representative to help us serve and love our community through this growth.
This is where you come in. We are looking for full-time (about 40 hours a week) help with customer service and administrative-type work. A small sampling of the type of work that needs to be done is as follows:
- Answering phone calls
- Returning emails, text messages, and phone calls
- Data entry
- Critically analyze data against customer needs
- Ensure data is accurate and complete
- Critically analyzing data to ensure it meets guidelines/standards
- Chat with customers to love and serve them well
- Drink the nitro cold brew, regular cold brew, or sparkling tea we have on tap in the office
- Take “field trips” with the other Stewardship family members to local coffee shops and other fun places for “Team Building”
Yes. You read that right. We do have a kegerator in the office with unlimited coffee and tea. But we don’t stop there. We also have comfy couches and video games in the break room. Rocket League anyone? We also require that you hang out with your co-workers during office hours. We have an amazing team of the most selfless and friendly people around. You get to help make sure that your relationships with these folks are enhanced by doing fun things on the company dime. We really are a family.
A Bit About Stewardship
Unfortunately, everybody has seen the consequences of, or experienced themselves, poor financial decisions without proper education and guidance: A mortgage payment that is too high; excessive fees; high interest; paying too much for insurance; the wrong kind of coverage; making big financial decisions under pressure from “salesmen”; poor investment advice; and these are just a few. These are all financial injustices, and they can easily flood into the rest of our life carrying relationships and marriages downstream with them.
We created Stewardship to take a stand against financial injustice—to be a group of Mortgage, Insurance, and Investment Advisors that serve people with wisdom and love. Getting to know you, understanding your needs, and empowering you with relevant information is what we want to do. Our business isn’t to solely perform transactions. Stewardship aims to build genuine relationships with people and provide home loans, insurance, and investments with openness, education, and real answers. Simply put, we love people through finances.
How You’ll Work at Stewardship
We work really hard to make working at Stewardship an amazing experience. In addition, we have a team of truly exceptional people that have genuine care for one another. Relationships are a key to what we do – externally with our customers and internally with each team member. Here is how it operates:
Take Breaks, Watch Netflix, and Play Games
This job requires that you work in front of a computer. We do our best to provide for you an awesome setup. Each employee has a 50in 4k monitor that allows multiple windows open at once. This is done to ensure you are able to complete your tasks quickly, but also to allow you to have fun while you work. It is very common to see Stewardship team members binge watch Netflix shows, scroll through social media, play games, and more while working. You need to enjoy your job. Sometimes administrative work is not super enjoyable. It is hard work and can get boring. So, we want you to have the liberty to entertain yourself while you work.
Up Your Game
We are serious about helping you become a master of your craft. Yes, we give you a gigantic monitor, but we want to give you any other piece of equipment that might make you better at your job. It could be something small like a special pen you like to use, or something bigger like the latest and greatest software because you know it will make you better at your job. It doesn’t matter. We all work hard. Serving people and selflessly putting others needs above your own through an insurance transaction is not easy. That is why we will do whatever we can to provide you with the tools, equipment, and training so that you are good at your job. We want you to come to work feeling like you are awesome at what you do.
Put Family First
You must ALWAYS (in a friendly, ALL CAPS YELLING way) put your family before Stewardship. We take this seriously. If you get a text or call from a family member in the middle of work, and you need to be with that family member – do it! If a child is sick at home, and you need to be home with them – stay home! Stewardship will always support you in putting your family first. Will we miss you when you are gone? YES! You will be a vital member of our team. We need dependable people who we can count on to be a part of the team. However, everyone at Stewardship chooses to love you and your family before loving the work you do.
- 401(k) – Stewardship Financial does investments. This 401(k) is the most baller 401(k) you can imagine. It has a company match up to 4% and the fees to manage it are unbelievably low. That means your nest egg has the opportunity to grow much quicker than most. HUGE BENEFIT.
- Estate Plan – Stewardship Planning helps our community properly protect themselves with things like a Will and a Trust. As an employee of Stewardship you will get a large discount on our Estate Plan package. We want to make sure you and your family are loved through finances too!
- Time Off – Stewardship has a unique “time off” or “vacation” plan. Each employee is allowed unlimited vacation or sick time. We believe everyone on our team is a big boy or a big girl. We trust each person to take the time off they need yet still be a high-performing member of the team.
- Disability Insurance – Stewardship offers a 15% discount on an individual long-term disability insurance policy
Who You Would Be Working With
Although you would be an employee of Stewardship and part of the entire Stewardship Team, you would primarily be an Insurance Advisor Assistant for Brandon Ream. You Can learn more about Brandon here – http://moneywellrooted.com/brandon-ream/. Brandon is an extremely kind man. He has an amazing heart and does an outstanding job at loving people through insurance. All who work with him consider it a blessing!
You can check out the rest of the Stewardship Team here – http://moneywellrooted.com/about-us/.
Required Experience and Certifications
None. That’s right. You do not need any industry experience, prior work history, certifications, or licenses. The primary prerequisite to working at Stewardship is being able to genuinely put others needs before your own. You need to be selfless.
Other than that, you need to be an organized self-motivator that is willing to occasionally put Brandon in his place with the goal of assisting him in loving people well.
We have a bonus plan based on the number of families we are able to impact in our community. Everyone on the Team, including you as a CSR, has the opportunity to share in the financial benefits of the work put in. This bonus is on top of the salary.
We’re all adults. There’s no need for rigid work hours, scheduled breaks, and lunches. If you need to leave early, just ask. If you need to take a longer break or lunch, do it. As long as you are getting your stuff done, and all the customers are properly being loved through insurance, that is all that matters. Put other’s needs first, do your job well, and have freedom in it.
We make a huge positive difference in the lives of people in our community. You may not think that an assistant role or administrative work can be impactful, but it is. This is not a job. This is not a career. This is a mission that you can be a part of.
What do other employees say about working at Stewardship?
How To Apply
If you would like to apply for this position, simply email your resume to firstname.lastname@example.org. Once you have emailed the resume, send a text message to Grant at 602-777-3478
Below is a button that allows you to download a PDF of the full Job Description. Please read before sending your resume.