MMS Rollover Specialist

TIAA•Charlotte, NC

6d•Onsite

About The Position

MMS Rollover Specialist is responsible for handling questions, comments, and concerns related to transfers and rollovers into TIAA. Working under close supervision, this job reports to upper management and is the first line of support for our advisory teams. The rollover specialist will work closely with clients and alternate carriers to create a seamless rollover experience. This job is also a licensed professional who possesses significant knowledge of the company's products and services to provide a positive customer experience and enhance relationships between clients and the company.

Requirements

3 Years Required
Must have Series 6 or 7; Series 63 and Life and Health Insurance (Resident State)

Nice To Haves

University (Degree) Preferred
5 Years Preferred
Series 6 or 7; Series 63
Life and Health Insurance License (Resident State)
Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment
Ability to multitask in a fast paced high intensity environment while managing time and case work simultaneously
Proven organizational and analytical skills with high attention to detail
Excellent verbal and written communication skills
Bachelor’s degree preferred
Adaptability
Automation
Communication
Continuous Improvement Mindset
Critical Thinking
Customer Engagement
Digital Savviness
Problem Solving
TIAA Products/Services Acumen

Responsibilities

Possess excellent time management and written communication skills
Provides outstanding customer service to ensure service levels are achieved and exceeded.
Establishes rapport with customers, setting them at ease and providing direction regarding their inquiries.
Maintains records of all customer interactions, including inquiries, complaints, actions taken, etc. and ensures delivery to upper management.
Seeks advice from senior Rollover Specialists regarding customer issues that require more advanced knowledge and experience.