Annuities Customer Service Representative jobs in Boca Raton, FL

Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Customer Service Representative
  • Warrior Service Company LLC
  • Beach, FL FULL_TIME
  • Job Summary:

    Our Amazing Customer Care Team provide patients (Veterans and retail customers) as well as VA Officials with courteous customer service in person, over the phone, or via emailing in. They strive to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs. Our Ideal Candidate has prior experience in within the Dept. of Veterans Affairs, Oxygen or DME Scripts.

    Essential Duties & Responsibilities:

    • You will Receive and confirm new orders from VA Hospitals or retail customers via fax/email/call and enter them accurately to Sales force within 4 hours of the receipt of the order. Exercising independent judgement as, emergency orders must be entered and confirmed within 30 minute of the receipt of the order.
    • You will make initial contact to the new patients to confirm address, phone number, and acquire an emergency/secondary back up contact number.
    • You will contact the patients with emergency orders within 4 hours and schedules the home visit/delivery within 8 hours.
    • You will answer calls and address them accordingly; otherwise transfers them to pertaining department.
    • You will provide patients (Veterans and other retail customers) and VA Officials with courteous customer service in person, over the phone, or via emailing in.
    • You will provide timely resolution of customer complaints, concerns, and inquiries and record them in the complaint log.
    • You will record adequate notes in the Customer Relationship Management platform of Salesforce. Please don’t forget to set reminder notifications in Salesforce to do the required follow ups.
    • You will call the patients with completed service appointment of the assigned service territories of the previous day to conduct Patient Survey for Quality Assurance.
    • You should respond effectively to customers rejecting their orders, determining the reason and offering possible alternatives.
    • You will prepare reports and correspondence as instructed by the supervisor.
    • You should process and provide adequate response to the daily emails to main order intake, as well as the assigned work email.
    • If the assigned tasks were completed before end of the day, or the employee has low number of tasks to do in any days, they do immediately inform the supervisor. The supervisor may decide on assigning additional tasks to the employee.
    • Be prepared to perform other related duties as assigned by management.
    • Communicate with the Technicians/Drivers to resolve any scheduling or home delivery concerns.

    Ability to commute/relocate:

    • West Palm Beach, FL 33413: Reliably commute or planning to relocate before starting work (Required)

    Schedule: Other (Rolling Schedule between 8 and 11 AM)

    Work Location: On Site

    Job Type: Full-time

    Pay: $17.00 - $25.00 per hour

    Benefits:

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

    Experience level:

    • 5 years

    Shift:

    • 8 hour shift
    • Day shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Experience:

    • Customer Support & Client Services Occupations: 4 years (Preferred)

    Work Location: In person

  • Just Posted

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Customer Service Representative
  • WorxWeb Solutions
  • Boynton, FL FULL_TIME
  • Moving Brokerage Customer Service Representative Location: Boynton Beach, FL Number of Positions: 1-2 Worxweb Solutions is currently seeking 1-2 highly motivated Moving Brokerage Customer Service Repr...
  • 18 Days Ago

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Customer service representative
  • Gotham City LA
  • North Palm Beach, FL FULL_TIME
  • Customer Service Representative (CSR) - Join Our Team! As a Customer Service Representative, you play a pivotal role as the primary liaison between our valued clients and customers. Your responsibilit...
  • 18 Days Ago

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Customer service representative
  • Power Component Systems
  • Palm Beach Gardens, FL FULL_TIME
  • Customer Support / Remote - Anywhere in U.S. / Competitive Pay - As a Customer Service Rep you'll : Respond to customer inquiries and provide product information in a professional and timely manner; P...
  • 18 Days Ago

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Customer service representative
  • Mako Consultants
  • Palm Beach Gardens, FL FULL_TIME
  • Mako is actively on the hunt for goal-driven self-starters that are coachable, hard workers, and have an impeccable student mentality, so they can join our team as Telecommunications Customer Service ...
  • 18 Days Ago

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Customer service representative
  • Dick's Sporting Goods, Inc.
  • Deerfield, FL FULL_TIME
  • Customer Support / Remote - Anywhere in U.S. / Up to $46.2K per year / Benefits - As a Customer Service Rep you'll : Assist Athletes with situations related to product inquiries, gift card and ScoreCa...
  • 18 Days Ago

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0 Annuities Customer Service Representative jobs found in Boca Raton, FL area

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Client Service Associate
  • Teleperformance Usa
  • Pompano Beach, FL
  • Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We delivert...
  • 3/28/2024 12:00:00 AM

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Client Service Associate
  • SAM Group
  • Pompano Beach, FL
  • Job Description Job Description SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a...
  • 3/27/2024 12:00:00 AM

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Registered Client Service Associate
  • Morgan Stanley
  • Aventura, FL
  • Position Summary: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client...
  • 3/27/2024 12:00:00 AM

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Client Relations Representative
  • NSD NEWCO
  • Boca Raton, FL
  • Description Description: The Client Relations Representative position is responsible for investigating and resolving com...
  • 3/25/2024 12:00:00 AM

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Client Services Associate
  • Ascendo Resources
  • Aventura, FL
  • Seeking a Client Services Associate for a growing Investment firm! This person will be responsible for reviewing and pro...
  • 3/24/2024 12:00:00 AM

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Customer Service Representative
  • Allied Universal
  • Boca Raton, FL
  • Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovat...
  • 3/23/2024 12:00:00 AM

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Customer Service Representative
  • Allied Universal
  • Port Saint Lucie, FL
  • Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovat...
  • 3/23/2024 12:00:00 AM

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Customer Service Representative
  • Allied Universal
  • Fort Lauderdale, FL
  • Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovat...
  • 3/23/2024 12:00:00 AM

According to the United States Census Bureau, the city has an area of 29.1 sq mi (75.4 km2), of which 27.2 sq mi (70.4 km2) of this is land and 1.9 sq mi (5.0 km2) of it (6.63%) is water. Boca Raton is a "principal city" (as defined by the Census Bureau) of the Miami metropolitan area. Approximately 1 sq mi is on the barrier island Deerfield Beach Island (DBI), also colloquially known as Deerfield Cay. Like other South Florida cities, Boca Raton has a water table that does not permit building basements, but there are several high points in the city, such as 4th Avenue which is aptly named "Hig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Representative jobs
$54,389 to $69,678
Boca Raton, Florida area prices
were up 1.5% from a year ago

Annuities Customer Service Representative in Bremerton, WA
United in purpose, diverse in perspective, we re dedicated to making a difference in the lives of our customers.
December 30, 2019
Annuities Customer Service Representative in Petaluma, CA
We are looking for customer- focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.
December 14, 2019
Annuities Customer Service Representative in Phoenix, AZ
With an understanding of the customers needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.
January 30, 2020