Annuity Services, Contact Center Representative (Hybrid: Madison, WI)

TruStage•Madison, WI

1d•$51,000 - $76,500•Hybrid

About The Position

This position is responsible for providing customer care for incoming calls related to Annuities and Pension Risk Transfers from the client or callers representing the client, including advisors. Acting as a key single point of contact for Advisors, this position is essential to developing relationships that enhance and drive ongoing Advisor sales.

Requirements

Associate degree or equivalent work experience.
1-2 years of experience in a Call Center environment
Experience working with Variable Annuities, Fixed Annuity and Pension Risk Transfers (PRT) products.
High level of customer service skill, and experience interacting with Advisors and their support staff.
Has a strong understanding of products and their features
Has a high-level understanding of the market and industry that enhances the connection with the Advisor.
Excellent communication and listening skills.
Ability to adapt to different personality types.
Problem-solving skills and ability to think on their feet.
Ability to multi-task and prioritize competing tasks.
Basic computer skills (Internet navigation, Microsoft Office Suite).

Nice To Haves

Series Six Licensed preferred.

Responsibilities

Handle incoming calls from Advisors, field staff, customers or other third parties regarding individual contracts (Fixed/Variable Annuities & Pension Risk Transfers (PRT).
Diagnose issues and educate Advisors/customers on any aspect of their contract as needed.
Complete transactional processing for Advisors, field staff, customers or other third parties as appropriate regarding individual contracts.
Create excellent end-to-end Advisor/customer experience by acting as a single point of contact for all servicing needs.
Create a culture where the focus always remains on enhancing Advisor experience.
Thoroughly document calls and corresponding details.
Manage caller's emotions resulting in successful service resolution.
Determine appropriate actions to resolve Advisor/Customer needs.