Annuities Customer Service Supervisor oversees a staff of annuities customer service representatives and ensures annuity customers are satisfied and inquiries are handled in a timely manner. Responsible for training customer service representatives, and assists with the development and implementation of customer service operations and policies. Being an Annuities Customer Service Supervisor has thorough 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 Supervisor typically reports to a manager or head of a unit/department. The Annuities Customer Service Supervisor supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Thorough knowledge of functional area under supervision. To be an Annuities Customer Service Supervisor typically requires 3 years experience in the related area as an individual contributor. (Copyright 2024 Salary.com)
In this role the candidate will initiate a callout to potential accountholders that are eligible for a Total Control Account (TCA). TCA's are financial accounts, that are similar to checking/saving accounts, and are interest bearing. Those that are eligible to receive a TCA are a recipient of a lump sum payout with our client, which could be from Life Insurance Policy or Retirement account. Customers have often recently lost someone close to them, a level of empathy is needed while maintaining an upbeat delivery. Associates must rely on instructions and pre-established guidelines to perform the functions of the job. Below are some common topics associates can expect to discuss with our potential customers:
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Job Type: Full-time
Salary: $19.00 - $20.00 per hour
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Work Location: In person
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0 Annuities Customer Service Supervisor jobs found in Providence, RI area