Customer Service Assistant

Brookfield Wealth Solutions, Ltd•Richmond, VA

7d•Onsite

About The Position

The Customer Service Assistant is expected to provide customer service to users of the department’s current Rate, Quote, Bind, Issue (RQBI) application. This role will work onsite 5x per week from our Omaha NE or Richmond VA office location. Must be willing to work one Saturday per month for 2-4 hours.

Requirements

Excellent customer service skills
Must display a professional demeanor
General knowledge of Word, Excel, and Outlook.
Detail-oriented with initiative and ability to work in fast-paced environment.
Ability to work in a team environment.
Strong oral/written communication skills.
High school diploma or equivalent required.
Applicants must be legally authorized to work in the United States.
At this time, we are not able to sponsor or assume sponsorship of employment visas.

Responsibilities

Assist Product Systems Specialist in providing business support for the department’s Rate, Quote, Bind, Issue (RQBI) system.
Work with our external agents and internal users with questions regarding the RQBI system.
Providing excellent customer service, answer incoming inquiries, assist with application access needs, researching questions, escalating questions, etc.
Form relationships with various support units such as IT Colony Rater programming team, Actuary, Filing, and Product Management.
Assist with testing changes to the RQBI system and track results of those tests.
Download MVRs from the current MVR vendor to the company system.
Set up invoices from our external agents for reimbursement.
Other duties as assigned.