Annuities Customer Service Representative jobs in Medford, OR
Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Annuities Customer Service Representative jobs
Customer Service Representative
- ESAM, Inc
-
Grants Pass, OR
FULL_TIME
-
Reports to: Customer Service Manager
Department: Administration
Summary:
The ESAM Customer Service Representative is a relationship specialist acting as a liaison between customers and manufacturing staff, supporting and balancing the needs of both. The position is responsible to work one-on-one with customers assisting in the process of sales orders, customer order entry, verification of orders, order tracking and coordination of product delivery. Communicates by phone and e-mail with customers and other associates. Complies and maintains records and performs various general clerical duties using knowledge of business systems and procedures. Also greets visitors, customers, the general public and assists with the switchboard.
Requirements:
- Maintaining a positive, empathetic and professional attitude toward customers/prospects, ESAM Sales Representatives, all ESAM employees and others that may contact or visit at all times.
- Enter customer/prospect data into Customer Relationship Management (CRM) database as required.
- Provide copies of all customer correspondence to outside sales representatives for your assigned accounts.
- Respond to emails and phone messages within 4 working hours of receipt, even if it is only to confirm receipt of message. The ESAM goal is to have any such issues answered and resolved 48 hours after receipt, or if such resolution takes longer to provide the customer with an update every 48 hours until it is resolved.
- Communicating with customers through various channels such as phone, portal, FAX, text, and email.
- Learn how to work and manage activity in customer portals, as required.
- Acknowledging and resolving customer complaints (acknowledging within 24 hours of receipt and updating every 48 hours thereafter until resolved).
- Processing requests for quotations, orders, forms, applications, and requests within the same timeframes as listed above.
- Inform customers and sales representatives of order status, especially when delivery dates are in jeopardy. Potential late deliveries should be communicated as soon as they become evident.
- Interact with sales representatives to obtain ESAM performance scorecards from customers.
- Keeping records of customer interactions, transactions, comments and complaints.
- Communicating and coordinating with colleagues as necessary.
- Ensure customer satisfaction and provide professional customer support.
- High school diploma, general education degree or equivalent. Advance education and/or previous customer service experience is desirable.
- Ability to stay calm when customers or prospects are stressed or upset.
- Comfortable using computers, Microsoft Office and working with customer “portals” on various platforms from different companies.
- Perform special assignments and other duties as required.
Other Duties:
- Ensure department area is FOD free.
- Understand, embrace and ensure compliance to ESAM’s safety policies and procedures.
- Create department efficiencies and brings ideas to senior management.
Apply - 17 Days Ago
Customer Service Representative - Float
- People's Bank of Commerce
-
MEDFORD, OR
FULL_TIME
- DescriptionEstablished in 1998 in Medford, Oregon, People’s Bank of Commerce was formed to provide a community business bank for the southern Oregon area. Since its inception, People's Bank has been p...
- 19 Days Ago
Customer service representative
- ARIVE
-
Central, OR
FULL_TIME
- Provide top-tier customer support, while appropriately addressing call volume and communicating relevant information when rerouting traffic; Keep up to date on major system features, client use cases,...
- Just Posted
Customer Service Representative
- Willamette Graystone
-
Medford, OR
FULL_TIME
- We are seeking a Customer Service Representative to join our team! *This is an on-site role, and will not be remote or hybrid, at any time.* What We Offer: Pay Range: $16.50 - 18.50 / hour Benefits: Y...
- 1 Day Ago
Customer Service Sales Representative
- UniTrust Financial Group
-
Medford, OR
FULL_TIME
- Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experience Required) InsuraTec Services Group is seeking self-motivated and client-foc...
- 5 Days Ago
Customer Service Representative/Insurance
- Spitz Insurance Agency
-
Grants Pass, OR
FULL_TIME
- Rare Opportunity is knocking… Changing careers? Tired of reading “experience required”? NO PROBLEM!! Great advancement opportunity! We want you to succeed! Our fast-paced insurance agency is recruitin...
- 11 Days Ago
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0 Annuities Customer Service Representative jobs found in Medford, OR area
Customer Service Representative
- Walmart
-
Central Point, OR
- **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
- 4/24/2024 12:00:00 AM
Customer Service Representative
- First Insurance Group
-
Ashland, OR
- ** Customer Service Representative** **Job Category****:** Premier Bank **Requisition Number****:** CUSTO002662 Showing ...
- 4/24/2024 12:00:00 AM
Customer Service Representative
- Walmart
-
Grants Pass, OR
- **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
- 4/24/2024 12:00:00 AM
Hotel Front Office Manager - Compass by Margaritaville
- tribal.one
-
Medford, OR
- **Hotel Front Office Manager - Compass by Margaritaville - Medford, OR** * Cedars Hotel I, LLC * Medford, OR, USA * Sala...
- 4/24/2024 12:00:00 AM
Senior Customer Service Associate - Medford
- Myrepublicbank
-
Medford, OR
- ** Senior Customer Service Associate - Medford** **Job Category****:** Customer Service **Requisition Number****:** SRUN...
- 4/24/2024 12:00:00 AM
Patient Access Rep 2 Outpatient (Patient Registration)
- Asante Health System
-
Medford, OR
- Apply Now Save Job Saved Not Ready to Apply? Join Our Talent Network! Patient Access Rep 2 Outpatient (Patient Registrat...
- 4/22/2024 12:00:00 AM
FT Customer Service Representative - Work From Home>
- ARIVE
-
Ashland, OR
- [Call Center / Remote] Anywhere in U.S. / Up to $50K per year / Medical, Dental and Vision / 401k match / PTO - As a Cus...
- 4/20/2024 12:00:00 AM
FT Customer Service Representative - Work From Home>
- ARIVE
-
Grants Pass, OR
- [Call Center / Remote] Anywhere in U.S. / Up to $50K per year / Medical, Dental and Vision / 401k match / PTO - As a Cus...
- 4/20/2024 12:00:00 AM
About Medford, Oregon
Medford is located approximately 27 miles (43 km) north of the northern California border at 42.3°N. According to the United States Census Bureau, the city has a total area of 25.74 square miles (66.67 km2), of which, 25.73 square miles (66.64 km2) is land and 0.01 square miles (0.03 km2) is water. The Pacific Ocean is about 75 miles (121 km) west of the city, and is the nearest coast. The nearest river is the Rogue River (8 mi or 13 km), and the nearest lake is Agate Lake (13 mi or 21 km).
Nearby cities include Grants Pass, Klamath Falls, Ashland, Roseburg, Redding (California), and Crescent ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Representative jobs
$55,208 to $70,727
Medford, Oregon area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does an Annuities Customer Service Representative do?
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