Financial Contact Center Representative

TEKsystems•Linn Township, IA

1d•$43,000 - $43,000•Hybrid

About The Position

This role involves answering an average of 45-55 inbound calls daily, handling requests ranging from simple to complex, market-sensitive inquiries from clients and financial professionals. The representative will receive extensive customer service, product, and system training to stay current with operational policies, new products, and procedures. They will receive and process requests from agents, policy owners, and third parties via incoming calls, educating customers on products and answering questions related to product changes, tax consequences, state regulations, and claims. The position also requires providing information regarding individual policies, including beneficiary details, explanation of values, terms, and conditions. The representative must ensure and document appropriate responses to questions, process various transactions such as address changes, beneficiary changes, partial withdrawals, replacements, and ownership changes, and formulate correspondence with customers through various communication channels, taking initiative to be a solution seeker.

Requirements

1+ years of customer service experience required (call center, retail or restaurant)
Ability to optimally handle heavy call volumes and meet attendance and punctuality standards
Ability to multi-task and navigate multiple administrative systems required
Effective verbal and written communications, with proven success explaining concepts and processes to a diverse customer base

Nice To Haves

Knowledge of annuities
Completed Bachelor's or Associate's degree

Responsibilities

Answering an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from clients and financial professionals
Receiving and processing requests from agents, policy owners, and third parties via incoming calls
Educating customers on products and answering questions related to the company’s products such as product changes, tax consequences, state regulations, claims, etc.
Providing information regarding individual policies including beneficiary information, explanation of values, terms and conditions
Ensuring and documenting the appropriate response to each question, which can range from the simple to moderately complex
Processing a variety of transactions include address changes, beneficiary changes, partial withdrawals, replacements, ownership changes, etc
Formulating correspondence with customers through various communication channels and taking initiative to be a solution seeker