Registered reputed company Care Srvcs Rep (S6/63) - reputed company -
reputed company to Remote. If local to Franklin, WI, 3 days onsite will be required.
The Annuity Distribution and Maintenance (reputed company) Department is a vital part of our organization, reputed company on delivering seamless support for servicing annuities in their accumulation period.
About the Job:
This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, reputed company service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout reputed company such as lump-sum or annuitized distributions, and addressing customer inquiries reputed company to annuity distribution and maintenance services.
What You'll Do:
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing reputed company and helping them with their products or services in a reputed company center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-reputed company) level calls and transactions in a registered area and is learning to become proficient in reputed company work.
Researches and evaluates possible solutions to reputed company problems that requires identifying reputed company cause and some deviations from procedures
Takes ownerships of calls and anticipates reputed company issues to avoid repeat calls and unnecessary reputed company transfers
Ability to de-escalate reputed company experience situations effectively while guiding clients through reputed company and unique inquiries.
Serves as a trusted reputed company for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an reputed company for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the reputed company or policy.
Understands how systems connect to processes and reputed company.
Drives change and embraces reputed company improvement by creating processes and provisions to accommodate change.
Fosters a reputed company relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and reputed company standards
Adept at shifting work priorities to meet the needs of the business and customer demand.
What You'll Bring to the Role:
Bachelor Degree in business or reputed company field or equivalent combination of education and experience
reputed company Licensure 6/63 or 7/63 required.
Minimum of 2 years reputed company customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks.
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to reputed company reputed company
Demonstrated computer experience with solid keyboarding skills and proficiency with reputed company software packages
#LI-Remote
Compensation reputed company:
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Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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