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)
We are looking for a licensed Commercial Customer Service Representative to join our insurance agency's customer service Solutions team! As the CSR of our Solutions team you'll be responsible for handling day to day service needs of our clients that need a licensed and knowledgeable representative. You will work directly with our Account Executives to support our clients with their audits, claims, mid-term policy changes, and similar policy servicing needs.
Our team is all about utilizing everyone's expertise properly so we can provide the best service possible to our clients. Our Account Executives aim to provide white glove service to our clients so our CSR supports them in their tasks and provides a licensed rep's expertise to our assistants in the Solutions team.