Annuities Customer Service Representative jobs in Aiken, SC

Assistant Manager/Customer Service Representative
Assistant Manager/Customer Service
Job Description for Assistant Manager

Classification: Nonexempt under the Fair Labor Standards Act

Purpose: Assist Manager in maintaining a well-run and profitable office.

Principle Functions of Job:

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions and duties of this job.

Under the direction of the manager, is responsible for performing the following:

Applying office lending and collection practices in accordance with state and federal regulations as well as Company policy.

Actively providing and ensuring superior customer service with an emphasis on customer retention by showing patience, courtesy and respect.

Observing established Company policies and procedures.

Duties of Job:

Obtain and verify application information of individuals applying for a loan. Assist with maintaining customer files, and daily paperwork. Comply with all State and Federal regulations as well as Company Policies.

Processes payments and maintains up-to-date customer information in the computer system.

Helps office reach daily and monthly performance goals by consistently offering renewals and selling referrals.

Communicate (by phone ) with delinquent to resolve delinquency. Trace debtors who change residence without notifying creditors to evade payment of bills (skips.)

Maintain individual (balanced) cash drawer> Prepare, proof and make daily bank deposit(s).

Perform training exercises, including taking time to become knowledgeable of the Training Guide and Operations Manual.

Sort and distribute all incoming mail.

Assist in maintaining the cleanliness and organization of the office.

Requirements of job:

Has the ability and desire to quickly learn new job-related information.

Works well with other people.

Takes time to help coworkers, customers and others.

Open to guidance.

Working knowledge of various office equipment, including calculator, scanner, and computer system.

Demonstrate flexibility in regards to scheduling and assignments.

Be willing to spend time in advanced training programs designated by the Manager and/or Supervisor.

No issues in working beyond 40 hours per week when needed and occasional Saturdays.

Maintain reliable transportation and insurance coverage for use on job. Must also have a valid driver’s license and maintain a clean driving record.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 10 hour shift
• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work Location: In person