Client Services Representative

TEKsystemsLinn Township, IA
$43,000 - $43,000Hybrid

About The Position

Direct hire opportunity - looking for candidates that can work Hybrid in West Des Moines, IA. In this role you will be answering an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from clients and financial professionals. You will receive extensive customer service training, product, & system training to remain current with operational policies, new products, and procedures. Receives and processes requests from agents, policy owners, and third parties via incoming calls. Educates customers on Athene products and answer questions related to the company’s products such as product changes, tax consequences, state regulations, claims, etc. Provides information regarding individual policies including beneficiary information, explanation of values, terms and conditions. Ensures and documents the appropriate response to each question, which can range from the simple to moderately complex. Processes a variety of transactions include address changes, beneficiary changes, partial withdrawals, replacements, ownership changes, etc. Formulates correspondence with customers through various communication channels and takes initiative to be a solution seeker.

Requirements

  • Extensive customer service training, product, & system training to remain current with operational policies, new products, and procedures

Responsibilities

  • Answering an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from clients and financial professionals
  • Receives and processes requests from agents, policy owners, and third parties via incoming calls
  • Educates customers on Athene products and answer questions related to the company’s products such as product changes, tax consequences, state regulations, claims, etc
  • Provides information regarding individual policies including beneficiary information, explanation of values, terms and conditions
  • Ensures and documents the appropriate response to each question, which can range from the simple to moderately complex
  • Processes a variety of transactions include address changes, beneficiary changes, partial withdrawals, replacements, ownership changes, etc
  • Formulates correspondence with customers through various communication channels and takes initiative to be a solution seeker

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance
  • Quarterly and annual incentives
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