Customer Service Coordinator

Group 1001 • Zionsville, IN

20d

About The Position

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters: The Customer Service Coordinator is responsible for answering inbound telephone inquiries and responding in a professional manner to customers and agents regarding annuities and investment. This role provides a high level of customer service that meets our service level agreements while educating the customer accurately on our products, procedures and regulations. This position must be customer focused: adapting to different customer styles, making sure that each caller's needs are fully understood and taking the appropriate action to meet and exceed the customer's expectations.

Requirements

• Requires excellent written and verbal communication skills
• Strong commitment to customer service and quality required
• Candidate must be detail oriented with strong organization and prioritization skills
• Proven decision-making skills and ability to multi-task required
• Effective analytical, problem-solving, and mathematical skills
• BA/BS degree preferred, or equivalent experience required

Nice To Haves

• 3 or more years of customer service experience preferred
• Customer service experience in Financial Services and/or insurance preferred

Responsibilities

• Accurately providing information to all incoming inquiries regarding annuities, investments, tax implications, product information, procedures, and regulations
• Efficiently maneuvering through various computer systems and on-line resources in retrieving information while responding to customer inquiries
• Partners with our external business partners, when required, to resolve customer inquiries
• Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken.
• Meeting measurable department standards as they relate to call quality and efficiency measures as well as meeting teamwork, ownership, and professional development goals
• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
• Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager
• Take ownership of customer issues by following requests through to completion and notifying appropriate personnel if problems exists.
• Display a positive attitude while adapting and being receptive to change
• Take initiative in developing skills by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls
• Excel in a culture that involves ongoing coaching and feedback from a variety of sources, to ensure the customer’s needs are satisfied
• Ability to work well in a team environment, strong sense of professionalism and reliability
• Display actions that align with the Vision, Mission, and Values

Benefits

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees