CUSTOMER SERVICE REPRESENTATIVE – ANNUITY

CUSTOMER SERVICE REPRESENTATIVE – ANNUITY

Monday - Thursday

8:00 am - 5:00 pm

Friday

8:00 am - 2:30 pm, occasionally work until 5:00 pm on rotation

$14.88 per hour

ESSENTIAL JOB FUNCTIONS

Answer incoming calls in a professional, accurate, and thorough manner
Respond to basic inquiries from insured clients and agents
Prepare correspondence and policy-related documentation as needed
Manage time effectively to meet service level, quality, and customer satisfaction standards
Provide clear and accurate information using available resources and guidelines
Operating systems and applications, including desktop tools, Microsoft Outlook, call center phone systems, and the internet
Process annuity transfers to external companies
Submit outgoing transfer reports to third-party administrators (TPA)
Process initial documentation upon claim reporting
Perform other duties as assigned by management
Maintain regular and punctual attendance

JOB REQUIREMENTS

High school diploma or equivalent; business-related training or a minimum of six months of related experience preferred
Previous customer service experience preferred
Strong skills in reviewing, recording, and organizing information from multiple sources
Excellent verbal, written, and interpersonal communication skills
Capable of multitasking in a structured, fast-paced environment
Handles confidential and proprietary information with discretion
Maintains strict confidentiality of customer and company data
Minimum typing speed of 25 WPM
Successful completion of required proficiency assessments
Works effectively in a team environment, building trust and respect across all levels
Proficient in computer use; experience with Microsoft Outlook and keyboard shortcuts preferred

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