Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Job Summary:
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers and ensuring their needs are met. This is a great opportunity for someone who enjoys interacting with people and has a passion for delivering excellent customer service.
We will train you, so experience is not necessary. However, you do need to understand how to use computers very well and have a friendly upbeat personality.
Duties:
- Communicate with customers via phone, email, and chat to address inquiries, resolve issues, and provide information about our products and services.
- Conduct outbound calls to follow up with customers and provide updates on their needs.
- Assist customers with resolving billing issues.
- Enter customer information and order details accurately into the system.
- Collaborate with other departments such as sales to ensure customer satisfaction.
Requirements:
- Fluent in both English and Spanish languages.
- Excellent communication skills, both verbal and written.
- Strong phone etiquette and active listening skills.
- Ability to multitask and prioritize tasks effectively in a fast-paced environment.
- Proficient in data entry and computer skills.
- Previous experience in customer service or sales is preferred but not required.
We offer competitive pay, comprehensive training, and opportunities for career advancement. If you are a motivated individual who enjoys helping others, we would love to hear from you. Apply today to join our dynamic team of Customer Service Representatives!
Job Type: Full-time
Weekly day range:
Work setting:
Ability to Commute:
Work Location: In person
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