Job Description
Responsibilities
- Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
- Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.
- Locate/research information using multiple systems/technologies.
- Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
- Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
- Learn and maintain a basic understanding of products, procedures, and systems
- Achieve department metrics and expectations
- Participate in a team based environment to achieve department goals
Qualifications
- Associate’s degree in a business field or equivalent experience
- One year of call center or customer service experience, or financial services industry experience
- Ability to communicate with customers in a professional manner, orally and in writing
- Ability to work independently and as part of a team
- Proficiency using MS Office tools
Preferred Qualifications
- Understanding of retirement, life, and annuity investment products
Working Conditions
Work From home/call center environment - must have work environment with minimal distractions.
Hours of operation are 7am-6pm CT, must be able to work any of those hours. Open availability Monday-Friday.
#LI-remote
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The Salary for this position generally ranges between $33,000-$43,500 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
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