The Associate Customer Operations Representative reviews and processes financial activities for active annuity products, including withdrawals, transfers, beneficiary changes, and account maintenance. The role supports a positive customer experience through accurate work, maintaining team and partner service-level agreements, collaborating across the organization, and identifying ways to improve efficiency and reduce errors. Occasional escalation and correction handling may involve contacting customers or agents to resolve open issues. The position offers flexible full-time or hybrid telecommuting arrangements.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED