Annuities Customer Service Representative jobs in San Bernardino, CA

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)

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Customer Service Representative I
  • Bear Valley Electric Service, Inc.
  • Big Bear, CA FULL_TIME
  • At Bear Valley Electric, we work hard to provide our customers, with superior customer service, and safe, reliable, and quality power. We do it each and every day, safely and with confidence. Bear Valley Electric Service has served the Big Bear Valley since 1929. Today, we provide electric power to approximately 24,750 customers. We serve a resort community with a mix of full-time and part-time residents. These 23,250 residents represent more than 93 percent of our customers. We also serve approximately 1,500 commercial, industrial and public authority customers, including the Bear Mountain and Snow Summit ski resorts. Bear Valley Electric Service has implemented a comprehensive wildfire mitigation program, inserted cutting edge technology into all aspects of its business and operations and is aggressively pursuing a greener energy supply portfolio and a sweeping electrification strategy.


    THIS POSITION REQUIRES RESIDENCY IN OUR SERVICE AREA


    POSITION DEFINITION: This is an entry level position with responsibilities for handling customer requests, inquiries and complaints. As a professional service provider, the CSR I interacts with BVES, Inc. customers to provide them with information and address their needs either in person or through the telephone.


    ACCOUNTABILITY

    The incumbent is accountable for ensuring timely intervention on all customer service procedures and policies. This include the responsibility to investigate and resolve escalated and complex customer concerns and successful collaboration with internal and external resources. The CSR I is responsible for embracing new technologies, striving always to produce process improvements and to meet all goals and deadlines. The incumbent is skilled in the ability to be accountable, answer questions, and find solutions for customer and billing issues.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Handles customer inquiries in accordance with the company’s guidelines and policies
    • Responds quickly and accurately to routine customer requests, inquiries, complaints, and provides proper and timely follow-up
    • Responds to customer contacts in person, by telephone or via written correspondence
    • Provides accurate and timely information in reply to customer’s questions, service requests, or complaints. Familiar with basic aspects of customer service including billing, payments, credit arrangements, adjustments, service requests, meter information, rate schedule changes, engineering and construction activities
    • Efficiently utilizes the Oracle CC&B CIS system to update customer information, create new accounts, generate and complete field activities, review meter reads in preparation for billing, and post customer payments
    • Performs other duties as assigned
    • Works under close supervision

    Skills and Competencies

    • Familiar with MS Office Suite
    • Strong written and verbal communication skills
    • Intermediate math skills
    • Bilingual skills are desirable but not required
    • Energetic and self-motivated team player with ability to work effectively and cooperatively with team members
    • Outstanding customer service skills
    • Ability to plan and prioritize work
    • Accuracy with record keeping and strong ability to organize

    MINIMUM QUALIFICATIONS

    • High school diploma or equivalent
    • Previous electric or utility industry experience preferred
    • Ability to calculate a bill based on rates

    Qualities of a Successful Customer Service Representative

    • Trustworthy; strong personal integrity
    • Strong level accountability and ownership
    • Collaborative/Team oriented
    • Emotional Maturity
    • Exhibits professionalism with internal and external contacts
    • Organized with strong attention to detail and time management skills
    • High degree of initiative; self-starter
    • A responsible attitude with calmness under pressure
    • Ability to think quickly and come up with solutions

    The above job description is not intended to be, nor should it be construed as, exhaustive of all responsibilities, skills, or competencies associated with this job.


    NOTE: Reasonable accommodations will be made to enable individuals with special needs to perform the essential functions.


    May include but not limited to standing, walking, bending, pulling and/or pushing, grasping, lifting, reaching, stooping and crouching, color determination, typing, sitting, reading, speaking and listening.


    BENEFITS

    Our Company supports our employees with rich benefit programs and resources to help them thrive today and prepare for tomorrow. Benefit options include medical, dental, and vision plans with the Company currently paying 85% of the monthly premium for employees and their eligible dependents. We also offer paid vacation and sick time and twelve Company paid holidays per year. To help our employees plan for the future, we offer both a 401(k) retirement plan as well as a Defined Contribution Profit Sharing retirement plan. Additional benefits include life, AD&D, and LTD insurance as well as health savings account and flexible spending plans.


    COMPENSATION INFORMATION

    The compensation range provided is in compliance with state specific laws. Multiple factors are used to determine the actual starting rate of pay for all of our positions, including specific skills, years of experience, education, certification(s), and other job related factors.


    The responsibilities of this position will involve access to information that may be considered confidential, private and sensitive. Therefore, the individual filling this position will be required to both allow and pass a background check.


    NOTE: Reasonable accommodations will be made to enable individuals with special needs to perform the essential functions.

  • 5 Days Ago

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Customer Service Representative
  • Circle K
  • Morongo Valley, CA FULL_TIME
  • Store 2700770: 49594 29 Palms Hwy, Morongo Valley, California 92256Availability - Shift/Days Flexible Availability Customer Service RepresentativeWe want you to join our team as a Customer Service Rep...
  • 11 Days Ago

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Teller/Customer Service Representative
  • Cashback Loans
  • San Bernardino, CA FULL_TIME
  • Established in 2003, Cashback Loans is a Southern California financial services leader who has built a reputation for providing short-term financial solutions. Our friendly staff and dedication to pro...
  • 11 Days Ago

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Customer Service Representative
  • Creative Perspective
  • Fontana, CA FULL_TIME
  • Creative Perspectives is actively on the hunt for goal-driven self-starters that are coachable, hard workers, and have an impeccable student mentality, so they can join our team as an Entry Level Cust...
  • 13 Days Ago

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Customer Service Representative
  • Circle K
  • Mentone, CA FULL_TIME
  • Store 2708735: 2097 Mentone Blvd, Mentone, California 92359Availability - Shift/Days Flexible Availability Customer Service RepresentativeWe want you to join our team as a Customer Service Representat...
  • 14 Days Ago

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Insurance Customer Service Representative
  • Stewart's United Agencies Insurance
  • Victorville, CA FULL_TIME
  • Job Description Mission of the Personal Lines Account Manager To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue grow...
  • 14 Days Ago

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0 Annuities Customer Service Representative jobs found in San Bernardino, CA area

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KFC General Manager - Hourly
  • KFC
  • San Bernardino, CA
  • This job posting is for a position in a restaurant that is independently owned and operated by a franchisee. This means ...
  • 4/19/2024 12:00:00 AM

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Cart Retriever
  • Walmart
  • San Bernardino, CA
  • **Job Summary:** As a Cart Retriever at Walmart, you will be responsible for ensuring that shopping carts are available ...
  • 4/19/2024 12:00:00 AM

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CLIENT MANAGER - NON DELEGATED CORRESPONDENT
  • Oceanview Life & Annuity
  • Irvine, CA
  • Overview: Oceanview is hiring a Client Manager, Non-Delegated professional to facilitate all aspects of loan processing ...
  • 4/18/2024 12:00:00 AM

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Entry Level Remote Sales
  • Kemboi Financial Agency
  • San Bernardino, CA
  • Are you a top performer but you know you're not being paid like one? Maybe you're paid like one, but you're sacrificing ...
  • 4/18/2024 12:00:00 AM

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3rd Shift Team Member
  • ChickFilA
  • San Bernardino, CA
  • Benefits Entry pay varies with availability Every employee earns a 10/hr raise every other month, and will continue to e...
  • 4/17/2024 12:00:00 AM

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Fast Track to Management
  • New York Life Insurance Company
  • Irvine, CA
  • Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we ...
  • 4/16/2024 12:00:00 AM

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Financial Services Professional
  • New York Life Insurance Company
  • Irvine, CA
  • Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Auth...
  • 4/16/2024 12:00:00 AM

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Teachers (FT&PT)
  • The Learning Experience
  • San Bernardino, CA
  • Responsibilities Use a growth mindset to develop young minds and inspire a love of learning Create a safe, nurturing env...
  • 4/15/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 59.6 square miles (154 km2), of which 59.2 square miles (153 km2) is land and 0.4 square miles (1.0 km2), or 0.74%, is water. The city lies in the San Bernardino foothills and the eastern portion of the San Bernardino Valley, roughly 60 miles (97 km) east of Los Angeles. Some major geographical features of the city include the San Bernardino Mountains and the San Bernardino National Forest, in which the city's northernmost neighborhood, Arrowhead Springs, is located; the Cajon Pass adjacent to the northwest border; City...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Representative jobs
$58,475 to $74,913
San Bernardino, California area prices
were up 3.0% from a year ago

Annuities Customer Service Representative in Bremerton, WA
United in purpose, diverse in perspective, we re dedicated to making a difference in the lives of our customers.
December 30, 2019
Annuities Customer Service Representative in Petaluma, CA
We are looking for customer- focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.
December 14, 2019
Annuities Customer Service Representative in Phoenix, AZ
With an understanding of the customers needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.
January 30, 2020