- Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
- Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
- Assists customers with financial transactions.
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
- Maintains current knowledge of contract and product provisions and administration of client products, and the processing systems and related federal and state regulations
- Resolves routine errors requiring corrective processing.
- Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
- Processes monetary transactions according to policy provisions within assigned limits.
- Reviews, researches, and interprets records and reports to accurately make decisions.
- Performs other duties as requested.
- High school studies.
- Undergraduate studies desirable.
- Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.
- Three years work experience with two years product-related customer service work experience preferred.
- Work experience with undergraduate studies preferred.
- General office practices, customer service, and office equipment.
- Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
- Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
- Ability to prioritize own work within standards.
- Effective written and oral communication skills to interact with customers, team members, and management.
- Decision making skills necessary for customer contacts..
- Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action..
- Proven ability to operate a CRT and PC.
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Customer Service - Des Moines, United States - Pyramid Consulting
Description
Immediate need for a talented Customer Service - Financial Services Representative. This is a 12+Months contract opportunity with long-term potential and is located in Des Moines IA (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID:
Pay Range: $17 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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