8 дней назад
Agency Representative (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Agency Representative (Insurance): Handling producer inquiries about licensing, contracting, commissions, and bonus payouts with an accent on accurate customer communication and transaction processing. Focus on explaining commission calculations, completing ACH and wire payouts, auditing commissions, and documenting correspondence.
Location: West Des Moines, Iowa, United States
Company
provides insurance and annuity products for customers and financial professionals.
What you will do
- Handle inbound and outbound calls and emails from producers and internal partners.
- Provide information about licensing, contracting processes, and outstanding requirements.
- Explain commission calculations, payment schedules, statements, amounts, and payment options.
- Complete ACH and wire transactions, payout method changes, commission audits, and statement distribution.
- Document customer correspondence accurately across relevant systems.
Requirements
- At least 1 year of customer service experience.
- Strong verbal and written communication skills, including the ability to explain sophisticated processes to diverse customers.
- Ability to prioritize multiple responsibilities in a time-intensive customer service environment.
- Experience with licensing, contracting, or compensation in the life insurance or annuity industry is preferred.
- Understanding of insurance products, processes, and contract regulations is preferred.
- A bachelor's degree is preferred but not required.
Culture & Benefits
- Inclusive and dynamic work environment.
- Military Friendly Employer.
- Commitment to equal employment opportunity and inclusion.
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