Contact Call Center Representative

EXLUnited States,
Onsite

About The Position

Provide customer service to producers and contract owners by effectively responding to incoming phone calls related to variable and fixed annuity products. Perform outbound phone calls, as needed, to complete the fulfillment of requests and follow up on inquiries. Effectively and efficiently communicate with customers by adhering to established call center protocols and performance standards. Update information in administrative and workflow systems to process producer and/or policyholder requests and claim requests within established time and quality standards. Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all required regulations and standards. Must maintain strict adherence to schedule, have excellent time management skills, and be energized by front-line customer service delivery in a fast-paced environment. Provide suggestions for improvement of current processes to management.

Requirements

  • Must maintain strict adherence to schedule.
  • Excellent time management skills.
  • Energized by front-line customer service delivery in a fast-paced environment.

Responsibilities

  • Provide customer service to producers and contract owners by effectively responding to incoming phone calls related to variable and fixed annuity products.
  • Perform outbound phone calls, as needed, to complete the fulfillment of requests and follow up on inquiries.
  • Effectively and efficiently communicate with customers by adhering to established call center protocols and performance standards.
  • Update information in administrative and workflow systems to process producer and/or policyholder requests and claim requests within established time and quality standards.
  • Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all required regulations and standards.
  • Provide suggestions for improvement of current processes to management.
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