LIFE INSURANCE CENTER SUPPORT - US

DXC Technology
1dRemote

About The Position

Job Description: Essential Job Functions Research customer inquiries and respond to appropriate parties in a timely manner. Perform account updates/Maintenance, processes requests and updates account history with results of inquiry to include proper documentation. Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements as needed. Performs data entry and matches documents to appropriate accounts to ensure up to date and accurate information as needed. Interfaces with team members, management, and customers in reference to customer service issues. Supports escalation and resource calls and research and resolution work from front-line and back-office admin teams as assigned. Supports service recovery activities in managing multiple client call remediation and Voice of the Customer (VOC) survey feedback and escalations as assigned. Reviews and recommends modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions. - Continuous improvement activity Assists supervisor/manager with the day-to-day operations of the customer service area, including training and/or mentoring less experienced staff. Support QA function for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature (FINRA governed) as needed/assigned.

Requirements

  • High school diploma or G.E.D. is mandatory and will need to be provided
  • Two years of customer service and call center experience is mandatory
  • 1+ years of Life insurance customer service experience is mandatory
  • Strong business and analytical problem-solving skills
  • Strong communication skills
  • Ability to work independently
  • Ability to follow oral and written directions

Nice To Haves

  • Experience in financial, investment, insurance or banking services where FINRA certification was required will be a plus
  • IF A CANDIDATE HAS THE SIE PASSED, but has not attained the FINRA certification yet, this will be a plus
  • Experience working with organizational functions and personnel
  • Experience working with fax machines, computer software, and telephone technology
  • Experience working with and skilled in the use of help desk software

Responsibilities

  • Research customer inquiries and respond to appropriate parties in a timely manner.
  • Perform account updates/Maintenance, processes requests and updates account history with results of inquiry to include proper documentation.
  • Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements as needed.
  • Performs data entry and matches documents to appropriate accounts to ensure up to date and accurate information as needed.
  • Interfaces with team members, management, and customers in reference to customer service issues.
  • Supports escalation and resource calls and research and resolution work from front-line and back-office admin teams as assigned.
  • Supports service recovery activities in managing multiple client call remediation and Voice of the Customer (VOC) survey feedback and escalations as assigned.
  • Reviews and recommends modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions.
  • Assists supervisor/manager with the day-to-day operations of the customer service area, including training and/or mentoring less experienced staff.
  • Support QA function for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature (FINRA governed) as needed/assigned.
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