Annuities Exchange Field Service Rep 1

Primerica • Duluth, GA

4d • Hybrid

About The Position

Annuity Exchange Field Service Rep 1 primary responsibility is to receive incoming calls from field representatives relating to internal annuity exchanges by providing help or escalating to the appropriate team member or department. Makes outgoing calls for the team to relay information quickly to field representatives, answering basic process questions. Respond to inquiries timely from various email queues. Providing a positive field representative experience and escalating quickly when appropriate. Assist with meeting prep, document uploads, and calculations as time permits. This is a hybrid position.

Requirements

• High school diploma or equivalent
• Minimum 1 year call center experience or equivalent

Responsibilities

• Handles Incoming / Outgoing Annuity Exchange Calls.
• Completes follow-up calls as needed.
• Responds to emails from both reps and home office (both internal and external departments).
• Assist the department in system testing efforts and any other duties as needed by management.
• Gains understanding of an annuity and how various annuity products are processed.

Benefits

• Day one health, dental, and vision insurance
• 401(k) Plan with competitive employer match
• Vacation, sick, holiday and volunteer time off
• Life and disability insurance
• Flexible Spending Account & Health Savings Account
• Professional development
• Tuition reimbursement
• Company-sponsored social and philanthropy events

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED