Customer Service Specialist - Financial Services

Group 1001 • Zionsville, IN

4d • Hybrid

About The Position

As a Customer Service Specialist, you build trust and confidence with our customers and strategic partners with each call. Every conversation matters and you are the first and most important connection to our clients delivering accurate and empathetic service. In this position you create an opportunity to strengthen relationships and build customer loyalty that impacts operational excellence and drives our company growth. As a customer service specialist, you impact our culture of collaboration by working across various teams to exceed customer expectations. We are committed to investing in our employees, developing careers, and creating opportunities for growth.

Requirements

• Resilience to complete the training program.
• Proven ability to persevere through demanding, sustained learning curves — maintains performance, composure, and engagement under pressure, and finishes what they start even when the material or pace is difficult.
• Positive Attitude & Adaptability — A consistently positive demeanor with the flexibility to embrace change, adapt to evolving processes, and remain receptive to new approaches in a fast-paced environment.
• Customer Ownership & Follow-Through — Proven ability to take full ownership of customer issues, following requests through to resolution and proactively escalating to appropriate personnel when problems arise.
• High aptitude for learning complex products.
• Demonstrated ability to quickly absorb technical, multi-faceted product information and translate it into working knowledge.
• Self-Driven Development & Curiosity — A proactive mindset toward professional growth — you ask thoughtful questions, investigate the root cause of errors to prevent recurrence, and make productive use of time between tasks to sharpen your skills.
• Coachability & Continuous Improvement — The ability to thrive in a culture of ongoing coaching and constructive feedback from multiple sources, using that input to consistently elevate customer experience.
• Teamwork, Professionalism & Reliability — Strong collaboration skills with a dependable work ethic; you show up consistently, support your teammates, and conduct yourself with professionalism in every interaction.
• Values-Driven Action — A commitment to aligning your daily actions and decisions with the organization's Vision, Mission, and Values, serving as a role model for the standards the team upholds.
• 3 years customer service experience in a call center is preferred.

Nice To Haves

• associates or bachelor's degree preferred or equivalent years of customer service experience

Responsibilities

• Complete the 12-week immersive program that combines classroom instruction and real-world application to build your confidence and expertise in annuity products and services.
• Develop a strong understanding of our annuities, investments, tax implications, product information, procedures, and regulations.
• Efficiently maneuver through various computer systems and on-line resources to retrieve information while responding to customer inquiries.
• Partner 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.
• Meet measurable department standards as they relate to call quality and efficiency measures as well as meeting teamwork, ownership, and professional development goals.
• Learn, retrain and update 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.

Benefits

• Comprehensive benefits medical, dental vision, generous 401K match and generous paid time off.
• paid training, ongoing coaching and career development
• health, dental, and vision insurance plan options
• Basic and Supplemental Life Insurance
• Short and Long-Term Disability
• Employee Assistance Program
• wellness programs
• 401K plan, with matching contributions by the Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree