Assisting customers “post-issue” (annuitants with an established policy), performing address changes, claims questions, change in funding decisions, assisting with tax inquiries and any other related tasks servicing an annuity. Call volume is roughly 50+ calls a day. Responds to internal/external customer calls, emails and other forms of communications, resolving inquiries promptly, efficiently and professionally. Communicates answers and solutions to customers verbally and/or in writing. Researches questions and/or issues to identify causes and solutions and/or to disseminate accurate information to customers. Meets or exceeds department standards by adhering to schedule, providing accurate information, using soft phone skill techniques, and following all other performance metrics defined by Customer Excellence. Available to answer calls, uses appropriate aux codes when unavailable to take calls due to breaks, training, projects or lunch. Assists other teams within operations depending on business needs. Updates contracts promptly with notes so the most current information is readily available to all company personnel. Utilizes and navigates multiple computer systems, applications, and procedure tools to access and identify information. Initiates and takes ownership in creating solutions, answering questions and finding information for internal and external customers. Collaborates with teammates in creating solutions for different customer issues and situations
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees