Life & Annuities Customer Support - US

DXC TechnologyWindcrest, TX
1dRemote

About The Position

Job Description: Principal Responsibilities: Provide service to annuity customers who possess a policy by responding to requests – processing their request in the admin systems Research and respond to requests and discuss options regarding various aspects of the policy, for example, status of withdrawals, policy provisions, values, rider values, etc. Process transactions and fund transfers and other post issue transactions in the PHS admin systems Efficiently access multiple electronic systems to provide complete response Support special campaigns as needed, or project style work DXC associates are expected to perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and Quality service skills Interface with team personnel, management, and customers in reference to customer service issues. Review and recommend modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions. Monitor daily transactions to ensure policy and procedures are in accordance with service level agreement Support department initiatives to drive continuous improvement and problem solving. Perform project and change request support for operations/PHS. Cultivate established relationships in other departments. Process corrections for client accounts. Review tax related reports and inquiries. Process any needed corrections

Requirements

  • High school diploma is required as minimum degree (diploma needs to be provided)
  • 2 years of Life Insurance and Annuities experience is required
  • Understanding of annuity products as well as administrative post issue processing is required
  • Employment is contingent upon successfully completing required background checks and drug screenings, as mandated by client onboarding requirements.
  • Candidates must be willing to comply with all such pre-employment screening processes, and employment is conditioned to successfully clearing all required checks
  • Excellent oral & written communication skills
  • Ability to articulate ideas
  • Ability to understand and respond clearly to customers in a dynamic, fast-paced environment while promoting a quality image
  • Demonstrated ability to work in a team environment to improve the delivery of service to internal and external customers
  • Strong organizational skills
  • Demonstrated ability to manage stress
  • Strong computer skills
  • Ability to 'think out of the box' to generate innovative process improvements.
  • Strong math and analytical skills
  • Applicants must be legally authorized to work in the United States at the time of hire.

Responsibilities

  • Provide service to annuity customers who possess a policy by responding to requests – processing their request in the admin systems
  • Research and respond to requests and discuss options regarding various aspects of the policy, for example, status of withdrawals, policy provisions, values, rider values, etc.
  • Process transactions and fund transfers and other post issue transactions in the PHS admin systems
  • Efficiently access multiple electronic systems to provide complete response
  • Support special campaigns as needed, or project style work
  • Interface with team personnel, management, and customers in reference to customer service issues.
  • Review and recommend modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions.
  • Monitor daily transactions to ensure policy and procedures are in accordance with service level agreement
  • Support department initiatives to drive continuous improvement and problem solving.
  • Perform project and change request support for operations/PHS.
  • Cultivate established relationships in other departments.
  • Process corrections for client accounts.
  • Review tax related reports and inquiries.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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