Customer Service Representative

Customer Service Representative

Primary point of contact for servicing our life and or annuity business. Responsible for providing service for the entire policy life cycle. Responsible for continuous blocks of telephone coverage servicing clients and advisors. Responsible for resolving any inquiry presented by responding in a courteous, efficient and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy.

Responsible for servicing and/or processing financial and administrative transactions during the policy lifecycle including but not limited to payments, disbursements, in-force illustrations, and claims support.

Knowledge of, and adherence to the companies' policies and procedures; especially those relating to regulations and controls.

Serves as a single point of contact. Receives and resolves complex and/or sensitive customer service inquiries in an accurate and timely manner.

Responsible for researching, developing, organizing, and prioritizing solutions and options to balance both business and client needs.

Participates in and/or facilitates various department projects, which impact the customer experience.

Understands and supports corporate initiatives and distribution relationships as they impact the issuance and servicing of products.

Works in a team environment. Extensive training will be provided. Perform other duties as assigned.

High school diploma/GED required (associate degree in a business-related field preferred). Minimum of 2 years of customer service/call center experience in any industry. Annuity or insurance experience a plus.

Understands the advisor and policyholders' expectations and requests; responds in a proficient and proactive manner based upon their needs; acts as a source of information.

Ability to sign in and be ready to start work shift at designated time. Proactive in researching transactions that may not be evident to client thus preventing future inaccuracies.

Excellent verbal, written and interpersonal skills to interact with internal and external clients. Adheres to standards by establishing priorities and working on tasks in the proper order.

Effective problem-solving skills to research questions using appropriate reference material and peers. Effective analytical skills.

The base pay for this role is: $23-25/hr. based on experience.