Job description

Responsibilities

• Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.
• Communicates with customers regarding service request or problems; documents, evaluates and resolves customer’s inquiries.
• Thoroughly documents all contacts and conversations; follows up as required.
• Works with other departments to complete customer requests as needed, and minimize escalations.
• Gains proficiency in various administration and automated workflow systems.
• Processes complex and varied service requests.
• Represents our customer with professional pride to internal and external customers.
• Consistently meets/exceeds set quality and productivity metrics.
• Functions w/in a team based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department.

Qualifications

• Current FINRA Series 6 license at time of application.
• High School diploma or equivalent.
• Up to 1 year experience with call center or customer service experience/training.
• Fundamental computer knowledge and maneuverability within window applications.
• Basic understanding of Microsoft office suite, specifically Word and Excel.

Preferred Qualifications

• Associates degree preferred.
• General understanding of life and health insurance, annuity and investment products a plus.
• Experience working within a computer mainframe a plus.

Behavioral & Leadership Competencies

• Ability to maintain confidentiality of customer and company information.
• Ability to work independently and seek additional opportunities when able.
• Ability to work in a team environment to develop integrity, trust and respect of coworkers at all level
• Good verbal and written communication skills

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Shift:

• Morning shift

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• Office

Experience:

• Accounting: 1 year (Preferred)
• Customer service: 1 year (Preferred)

License/Certification:

• Series 6 (Preferred)
• Series 66 (Preferred)
• Series 63 (Preferred)
• FINRA License (Preferred)

Work Location: On the road

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