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Job Requirements
- Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
- Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication
- Assists customers with financial transactions.
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
- Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations
- Resolves routine errors requiring corrective processing.
- Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
- Processes monetary transactions according to policy provisions within assigned limits.
- Reviews, researches, and interprets records and reports to accurately make decisions
Skills:
- Three years’ work experience with two years product-related customer service work experience preferred.
- Work experience with undergraduate studies preferred.
- General office practices, customer service, and office equipment.
- Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
- Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
- Ability to prioritize own work within standards.
- Effective written and oral communication skills to interact with customers, team members, and management.
- Decision making skills necessary for customer contacts.
- Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Note:
Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
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Customer Service Representative
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Provides prompt efficient service for assigned product and/or service center internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
- Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
- Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication
- Assists customers with financial transactions.
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
- Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations
- Resolves routine errors requiring corrective processing.
- Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
- Processes monetary transactions according to policy provisions within assigned limits.
- Reviews, researches, and interprets records and reports to accurately make decisions
Skills:
- Three years’ work experience with two years product-related customer service work experience preferred.
- Work experience with undergraduate studies preferred.
- General office practices, customer service, and office equipment.
- Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
- Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
- Ability to prioritize own work within standards.
- Effective written and oral communication skills to interact with customers, team members, and management.
- Decision making skills necessary for customer contacts.
- Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Note:
Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
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