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    Business Relationship Manager Law Firm IT Management Consultant - Washington, United States - Penn Mutual Life Insurance

    Penn Mutual Life Insurance
    Penn Mutual Life Insurance Washington, United States

    3 weeks ago

    Default job background
    Description


    Our associates own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Penn Mutual.

    Individuals with a passion for service will handle a variety of in-bound calls from our clients via an 800 line and process transactions and documents.

    This position works under immediate supervision.
    We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
    Responsibilities
    Learn all facets of Annuities and the products sold
    Handle simple to more complex in-bound calls from our clients and answer questions regarding life or annuity product and/or servicing needs
    Investigate and follow up on basic or routine questions/issues to resolve concerns in an accurate and timely manner
    Accept ownership of the interaction and provide a high caliber of service and follow-through
    Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information
    Process routine financial and non-financial transactions and document records with consistent quality, attention to detail, and according to department policies and procedures
    Recommend and facilitate process changes to continuously improve the customer experience
    Adhere to Service Level of Agreements (SLAs) and individual/team metrics
    Escalate more complex issues as appropriate
    Remain current in profession and industry trends
    Comply with all company and site policies and procedures
    Responsible for adherence to the company's framework of internal controls
    Work collaboratively and may participate on project teams
    Identify, recommend and implement ongoing process improvements
    Perform various other related duties, assignments and special projects as assigned
    Ability to work between the hours of 8:30 am to 6:00 pm
    Complies with all company and site policies and procedures
    Remains current in profession and industry trends
    Successfully completes regulatory and job training requirements
    Performs other duties as assigned
    Required Skills
    A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone
    Ability to comprehend and articulate information
    Execute with urgency and professionalism
    Ability to navigate multiple systems and resources
    Excellent analytical and organizational skills with attention to detail
    Excellent communication skills, both verbal and written, required
    Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
    Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended
    Willingness and ability to work under pressure and meet deadlines
    Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
    Ability to work with others in a collaborative team environment
    Required Experience
    H.S. Diploma or Equivalent Required
    Bachelor's Degree Preferred
    Experience
    Minimum of 1-3 years customer service experience Required
    Experience with annuity products Preferred
    Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day.

    Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.

    We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.


    Base Salary Range:
    $48,000 - $61,500

    Qualifications:
    A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone
    Ability to comprehend and articulate information
    Execute with urgency and professionalism
    Ability to navigate multiple systems and resources
    Excellent analytical and organizational skills with attention to detail
    Excellent communication skills, both verbal and written, required
    Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
    Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended
    Willingness and ability to work under pressure and meet deadlines
    Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
    Ability to work with others in a collaborative team environment

    #J-18808-Ljbffr


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