Customer Service Representative

TEKsystems•Minneapolis, MN

3d•$20 - $23•Hybrid

About The Position

Financial Services Organization in Minneapolis is seeking 4 Customer Service contractors to support their Financial Advisors in the field. Strong performance and attendance is required before being considered for the permanent position on the team. This role involves answering incoming calls from Financial Professionals seeking assistance on policies and procedures, researching customer policy guidelines, providing accurate policy information, and assisting in registration and navigation of company registration. The position is responsible for supporting Company New Business Annuity and Life products, Policy Holder Benefits, and Claims. The role includes extensive training: 6 weeks of classroom training followed by 3 months of on-the-phone training with three points of reference for coaching. Following this, there is a 3-month Capstone period, also on the phones with ongoing training. Punctual attendance is critical throughout all training phases, with strict policies on tardiness and absences. Performance is measured monthly (out of training) and weekly (during Capstone) focusing on Efficiency and Quality, including call time and accuracy. Call reviews are conducted by a quality team and direct manager to assess customer service skills.

Requirements

HS Diploma
2+ years of customer service experience in professional environment
Customer Service
financial services
call center
inbound calls
outbound calls
Email
Administration
Office suite
Insurance
Customer service oriented

Responsibilities

Answer 60-70 incoming calls from Financial Professionals looking to get assistance on our policies and procedures to communicate back to their customers.
Research customer policy guidelines and reiterate information back to Financial Professional.
Provide accurate policy information to Financial Professionals.
Assist in registration and navigation of company registration.
Follow up with Financial Professionals when necessary.
Support Company New Business Annuity and Life products, Policy Holder Benefits, and Claims.