9 дней назад
Customer Care Representative - Annuities
35 000 - 41 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Care Representative - Annuities (Financial Services): Providing accurate information and personalized support to customers about retirement, life, and annuity investment products with an accent on call handling, customer needs analysis, and cross-functional issue resolution. Focus on researching information across multiple systems, documenting inquiries and follow-ups, and meeting customer service metrics.
Location: Work from home in the USA. Remote call center environment; varied shifts may be required.
Salary: $35,000–$41,000 per year, plus potential annual bonus eligibility.
Company
is a large financial services company providing insurance, retirement, investment, and annuity solutions.
What you will do
- Answer customer calls about retirement, life, and annuity investment products.
- Identify customer needs and provide accurate, personalized service.
- Research information across multiple systems and technologies.
- Coordinate with cross-functional departments to resolve customer issues.
- Document inquiries, actions, and outstanding follow-ups.
- Maintain product and system knowledge while meeting department metrics.
Requirements
- Associate’s degree in a business field or equivalent experience.
- At least one year of call center, customer service, or financial services experience.
- Professional oral and written communication skills.
- Ability to work independently and collaboratively.
- Proficiency with Microsoft Office tools.
- Must be authorized to work for any employer in the United States; visa sponsorship is not available.
Nice to have
- Understanding of retirement, life, and annuity investment products.
Culture & Benefits
- Full-time employment with a remote work environment.
- Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
- Pension plan, 401(k) match, employee stock purchase plan, and potential bonus.
- Medical, dental, vision, disability, and employee assistance benefits.
- Tuition reimbursement, career training, wellness programs, and parental leave.
- Employee resource groups, inclusion programs, volunteer PTO, and employee discounts.
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