Customer Service Representative

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Respond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance.

• Assist, review, submit and follow up on:

• Title Changes: Ownership, POA, Beneficiary changes & Third party authorization

• Agent of record changes, licensing, product, carrier requirements

• Claims on life, annuity, LTC & LTC

• Perform policy reviews

• Assist with ACATs, withdrawals & surrenders

• Run and request in force illustrations

• EFT/modal changes

• Reinstatements

• Conversions

• Assist in completing forms

• Respond to customer requests in timely manner, provide information and resolve problems

• Perform other tasks as assigned by management

EDUCATION AND EXPERIENCE

• College degree or equivalent workforce experience
• Previous one year life and/or annuity insurance experience is preferred
• Knowledge of life and annuity insurance products and industry is preferred

KNOWLEDGE, SKILLS AND ABILITIES

• Excellent verbal, written and organizational skills
• Attention to detail with emphasis on accuracy and quality
• Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
• Establish and maintain effective working relationships at all levels of the organization
• Ability to maintain confidentiality
• Demonstrated reliability in attendance and work performance

QUALIFICATIONS

• Must be proficient with Microsoft Office Suite
• Ability and Willingness to learn systems and industry

CERTIFICATES, LICENSES, REGISTRATIONS

• Existing insurance license or willingness to obtain insurance license within 6 months of employment