CUSTOMER SERVICE REPRESENTATIVE
Annuity
Monday - Thursday
8:00 am - 5:00 pm
Friday
8:00 am -2:30 pm
$14.88 per hour
ESSENTIAL JOB FUNCTIONS
- Answer incoming telephone inquiries in a professional, accurate and comprehensive manner
- Respond to basic questions from insured and agents.
- Prepare correspondence and other policy documents as needed.
- Manages and utilizes time effectively to ensure the required service levels, quality and customer satisfaction standards are met.
- Efficiently utilizes information and guidance to customers.
- Effectively operates systems and applications including computer desktop, Microsoft Outlook, call center specific phone systems and the Internet.
- Process transfers of annuities from out company to other companies
- Send outgoing transfer reports to TPA company
- Process initial documentation upon claim reporting
- Perform other duties as requested by management.
- Maintain regular and punctual attendance.
JOB REQUIREMENTS
- High school degree or equivalent training or experience in a business-related field, or a minimum of six months related work experience is required.
- Prior customer service experience preferred.
- Ability to review, record and organize written data from a variety of sources.
- Excellent oral, written and interpersonal communication skills, and the capacity to multi-task in a structured work environment, are required.
- Ability to handle confidential and proprietary information is critical. Ability to maintain confidentiality of customer and company information.
- Must be able to type a minimum of 25 WPM.
- Successful completion of Proficiency Assessments.
- Ability to work in a team environment to develop integrity, trust and respect of coworkers at all levels.
- Proficiency with computers is mandatory. Knowledge of Microsoft Outlook and keyboard shortcuts is desired.
