Customer Service Specialist - Financial Services

Group 1001•Zionsville, IN

4d•Hybrid

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: 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

Proven ability to take full ownership of customer issues, following requests through to resolution and proactively escalating to appropriate personnel when problems arise.
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.
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.
The ability to thrive in a culture of ongoing coaching and constructive feedback from multiple sources, using that input to consistently elevate customer experience.
Strong collaboration skills with a dependable work ethic; you show up consistently, support your teammates, and conduct yourself with professionalism in every interaction.
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.

Nice To Haves

associates or bachelor's degree preferred or equivalent customer service experience or high school diploma

Responsibilities

Successfully complete the 6-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.