6 дней назад
Contact Center Representative (2K Sign on bonus)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Contact Center Representative (Customer Service): Handling 45–55 inbound calls per day from agents, policy owners, and third parties, while explaining annuity products, policy details, transactions, and related regulations with an accent on accurate service and detailed product knowledge. Focus on researching complex customer inquiries, processing policy changes and disbursements, and explaining tax calculations and contract terms.
Location: West Des Moines, Iowa, United States
Company
provides financial products and services for customers and financial professionals.
What you will do
- Handle an average of 45–55 inbound calls per day from agents, policy owners, and third parties.
- Answer questions about products, product changes, claims, tax consequences, and state regulations.
- Explain policy values, beneficiary information, terms, and conditions.
- Process address, beneficiary, ownership, replacement, and partial withdrawal changes.
- Research customer inquiries, document accurate responses, and prepare correspondence through multiple channels.
Requirements
- At least 1 year of customer service experience.
- Ability to multitask and navigate multiple administrative systems.
- Strong verbal and written communication skills, including the ability to explain concepts to a diverse customer base.
- Ability to learn and retain detailed product and process information quickly.
- Ability to handle heavy call volumes and meet attendance and punctuality standards.
- Ability to understand and explain tax calculations and regulations related to annuity products, contracts, and disbursements.
Nice to have
- Knowledge of annuities.
Culture & Benefits
- Extensive customer service, product, and systems training.
- Quarterly incentives and a year-end bonus.
- $2,000 sign-on bonus.
- Inclusive and dynamic work environment.
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