Customer Service Representative

Description:

Our Service Center is currently seeking talented individuals to join our team. The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding traditional/term life insurance products as well as variable life insurance products impacted by the financial markets. CSRs will be expected to learn and execute multiple processes/procedures and services, with collaboration from Floor Support when assistance is needed. Qualified individual must have the ability to multi-task and be able to navigate multiple administrative systems, including but not limited to; Windows XP, Access Database programs, product specific legacy/updating systems, internet/intranet, image and workflow system, etc., and perform basic calculations using on-line tools. Once proficient with training, will look to cross train to either Life or Individual Retirement based products based on business needs.

The CSR will be responsible for answering an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals. Successful candidate will deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, After Call Work, and Adherence goals established by the department. The position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures.

The candidate focus is on Customer Service experience with typing/writing and grammar skills to eventually handle chats as well as calls.