Annuity Customer Care Representative

Description

The Customer Care Representative will coordinate agent onboarding, commissions, new business, suitability, post issue and claims. As a Customer Care Representative, you will be responsible for cross functional duties across all service areas, enabling an end-to-end completion of processes and creating an exceptional experience for Agents and clients. The role will require collaboration among team members in a small team environment, where every individual will be critical to the team’s overall success.

Description

Answer calls, emails, and chats from Agents and clients, responding to inquiries and requests accordingly.

Participate in design, testing, and evolution of our technology.

Process transactions in a timely manner, ensuring operational excellence.

Use sound judgement in decision-making, resulting in positive customer experience and mitigating risk to clients.

Exercise compliance-centric awareness to safely do right by our customers