About the company:

Our client is a service and technology-oriented insurance company providing retirement solutions. With a focus on intentional innovation, ease of use, and partnership, we collaborate with our professional financial partners to develop competitive products and efficient processes to serve clients seamlessly.

Job Description:

Our client is seeking a dynamic and ambitious professional individual to join our team as a Contact Center Representative. This is a unique opportunity to build and grow your career while building a leading financial service firm. You will interact regularly with sales agents, back offices, and contract holders as well as various internal departments, including new business, sales, and marketing, ensuring that the customer has an accurate and timely response. If you have a passion for customer service, insurance and a basic understanding of annuity products, this role is perfect for you.

Responsibilities:

• Ensure accurate and timely response to inbound inquiries and requests within regulatory compliance and service standards
• Tracking calls and contacts using modern systems ensuring accurate documentation
• Communicate with respect, clarity and empathy to callers.
• Ensure accurate processing of requests to meet the customer requests.
• Process in force requests for contracts
• Build your skills and knowledge for career growth

Skills:

• Exceptional critical thinking and problem-solving skills
• Knowledge of or experience with annuity customer inquiries and requests
• A strong desire to learn and grow your career
• Strong verbal and written communication skills.
• A competitive attitude to achieve success through ethical means
• Service orientation to achieve best in class service and career aspirations
• Ability to work effectively within a fast-paced team environment.
• “Can do” attitude.
• Knowledge of FAST new business system is a plus. Other administrative systems are also welcomed.