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Retail Service Operations Specialist

Talcott Financial Group, Ltd.Hartford, CT

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Overview

Schedule
Full-time
Career level
Entry-level
Remote
Hybrid remote
Benefits
Life Insurance
401k Matching/Retirement Savings

Job Description

Overview:Our service operations positions are an excellent opportunity for an early career or seasoned customer service professional to join our Retail Organization. Our retail program supports our annuity business. Talcott's competitive advantage is that we aim to differentiate on experience including product speed-to-market and flexible technology that creates sustainable long-term distribution relationships and an efficient operating model.We have an exciting opportunity available to support the Retail Organization as a Service Specialist. This individual will deliver superior customer service to our valued customers, contract owners and financial advisors. Additionally, they will execute customer requests and educate partners on our annuity products. Superior customer service for agent's onboarding, annuity policy issuance, money movement, handling inbound customer calls and processing written requests are just a few of the exciting elements of these new roles! Our selected candidate will have the opportunity to work in a hybrid work arrangement at our Hartford, Connecticut office or remotely.Responsibilities:

  • Demonstrate professional diplomacy and deliver a positive customer service experience for inbound calls with our customers, contract owners and financial advisors• Successfully execute customer requests while navigating a fast-paced structured environment• Support the processing of written requests ad hoc• Demonstrate active listening and critical thinking skills to quickly assess the customers' request and leverage online resources to provide an appropriate solutionQualifications:
  • Minimum of 1 year of customer service experience• Strong preference will be given to individuals who have experience navigating multiple applications and dual monitors within a customer service environment• Excellent communication skills, both verbal and written• Demonstrated capacity to develop positive and productive customer relationships • Ability to multi-task (type and talk at the same time while navigating through multiple screens)• Proven success working in a fast-paced and structured environment • Ability to navigate multiple programs and effectively use online resources • Knowledge of annuities, 401k products, life insurance, mutual funds or stock market activity is preferred• Experience with PEGA, FAST, Hexure, and FireLight is a plusNote: This role will require 10% travel yearly to our Hartford, CT. office. Selected work hours for this position will be 9:30 a.m.- 6:00 p.m. or 9:00 a.m.- 5:00 p.m. eastern time.

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FAQs About Retail Service Operations Specialist Jobs at Talcott Financial Group, Ltd.

What is the work location for this position at Talcott Financial Group, Ltd.?
This job at Talcott Financial Group, Ltd. is located in Hartford, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Talcott Financial Group, Ltd.?
Employer has not shared pay details for this role.
What employment applies to this position at Talcott Financial Group, Ltd.?
Talcott Financial Group, Ltd. lists this role as a Full-time position.
What experience level is required for this role at Talcott Financial Group, Ltd.?
Talcott Financial Group, Ltd. is looking for a candidate with "Entry-level" experience level.
What benefits are offered by Talcott Financial Group, Ltd. for this role?
Talcott Financial Group, Ltd. offers following benefits: Life Insurance and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Talcott Financial Group, Ltd.?
You can apply for this role at Talcott Financial Group, Ltd. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.