Required Education:
- High School Diploma with 2+ years of customer support or banking/financial or non-medical insurance experience. Associate or bachelor’s Degree a plus.
Required Qualifications/Skills/Experience:
Two years’ work experience with two years product-related customer service work experience
- General office practices, customer service, and office equipment
- Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques
- Ability to prioritize own work within standards
- Effective written and oral communication skills to interact with customers, team members, and management
- Decision making skills necessary for customer contacts
- Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action
- Proven ability to operate a CRT and PC
Preferred Qualifications/Skills/Experience:
- Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) are a plus.
This Financial Services Representative will be responsible for supporting Digital Adoption efforts which entail responding to incoming calls and emails from Plan Sponsors as well as initiating outbound calls to plans who have not yet adopted the use of the Plan Sponsor website.
Job Details:
- Provides prompt efficient service for assigned product and/or service center internal and external customers
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating unit
- Receives and responds to incoming customer/ broker/ agent/ government agency inquiries
- Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication
- Assists customers with financial transactions
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units
- Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations
- Resolves routine errors requiring corrective processing
- Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary
- Processes monetary transactions according to policy provisions within assigned limits
- Reviews, researches and interprets records and reports to accurately make decisions
