Annuities Customer Service Representative jobs in Greenwich, CT

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 - Remote
  • Charitable Trust Administrators, Inc.
  • Norwalk, CT FULL_TIME
  • Job Summary

    The Customer Service Representative with extensive experience providing assistance in a busy call center setting. Strong dedication to helping customers resolve issues and cultivating a positive image of the company. Excel in both team environments and alone. it is important to cultivate relationships to drive sales. In this position it is imperative to professionally address customer complaints and ultimately satisfy the customer.

    What you will be doing?

    • Answer phones calls in the call center and respond to emails – one touch resolution
    • Order entry, return authorization, inventory lookup, credits, order tracking
    • Resolving customer questions/issues
    • Researching and documenting customer related inquiries
    • Liaison with other departments, as well as Support for the Sales team
    • Assist with maintaining standard operating procedures
    • Maintaining a positive, empathetic, and professional attitude toward customers at all times.
    • Manage to SLA for inbound phone, emails and customer support
    • Training and cross training as needed

    What we need from you?

    • Business-to-Business Customer service or inside sales experience.
    • Proven success of delivering excellent customer service
    • Comfortable talking on the phone and communicating with customers in a professional manner across all mediums.
    • CRM and ERP Experience, ideally Microsoft Dynamics
    • Detail-oriented and organized
    • Ability to work well independently and as part of a team

    What's in it for you?

    • Stability! We’ve been around for over 150 years!
    • Work-life balance
    • Paid training
    • Full benefits package including medical, dental, life insurance
    • 401(k) program
    • PTO and paid holidays
  • 19 Days Ago

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Customer Service Representative
  • Harvest Hill Beverage Company
  • Stamford, CT FULL_TIME
  • About Harvest Hill: Harvest Hill Beverage Company is one of the nation’s largest independent branded beverage producers, delivering consistent annual revenue growth, with sales of just under $1 billio...
  • 21 Days Ago

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Customer Service Sales Representative
  • UniTrust Financial Group
  • Norwalk, CT FULL_TIME
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experience Required) InsuraTec Services Group is seeking self-motivated and client-foc...
  • 5 Days Ago

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Customer Service Representative
  • McMann Commercial Lending
  • Stamford, CT FULL_TIME
  • Company Description Mc Mann Commercial Lending is a Direct National Commercial Mortgage Banker that provides mortgage brokers, community bankers, commercial bankers and borrowers access to the seconda...
  • 6 Days Ago

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Customer Service Representative
  • McMann Commercial Lending
  • Stamford, CT FULL_TIME
  • Company Description Mc Mann Commercial Lending is a Direct National Commercial Mortgage Banker that provides mortgage brokers, community bankers, commercial bankers and borrowers access to the seconda...
  • 6 Days Ago

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Customer Service Representative
  • LMG Connecticut
  • Norwalk, CT FULL_TIME
  • Limitless Management Group is a telecommunication-based consulting sales and marketing firm. We help our client’s popular, household brands maximize their profitability and increase their overall bran...
  • 7 Days Ago

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0 Annuities Customer Service Representative jobs found in Greenwich, CT area

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Client Service Associate
  • NFP
  • New York, NY
  • Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in ...
  • 4/24/2024 12:00:00 AM

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Client Service Associate
  • Mariner Wealth Advisors
  • New York, NY
  • Overview: If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm...
  • 4/23/2024 12:00:00 AM

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Client Services Associate
  • Coda Search│Staffing
  • White Plains, NY
  • Client Services Associate Westchester-based Family Wealth Management firm seeks Client Services Associate. We are a fast...
  • 4/22/2024 12:00:00 AM

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Client Service Associate
  • Vestwell
  • New York, NY
  • WHO ARE WE? There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace ...
  • 4/21/2024 12:00:00 AM

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Client Services Associate
  • SPS
  • Sterling Forest, NY
  • Come explore the Power of Possibility with a career as SPS! We have an excellent opportunity for an experienced Client S...
  • 4/21/2024 12:00:00 AM

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Client Account Representative - Healthcare
  • FAIR Health Inc
  • New York, NY
  • Job Description Job Description About FAIR Health FAIR Health, Inc., a national, independent nonprofit organization, was...
  • 4/20/2024 12:00:00 AM

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Client Services Associate
  • Coda Searchstaffing
  • White Plains, NY
  • Client Services Associate Westchester-based Family Wealth Management firm seeks Client Services Associate. We are a fast...
  • 4/20/2024 12:00:00 AM

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Customer Service Representative - UniFirst
  • UniFirst
  • Stratford, CT
  • UniFirst is seeking a dedicated Customer Service Representative to join our team. You will be a key player in delivering...
  • 3/25/2024 12:00:00 AM

Greenwich /ˈɡrɛnɪtʃ/ is a town in Fairfield County, Connecticut, United States. As of the 2010 census, the town had a total population of 61,171. It is the 10th largest municipality in Connecticut, and the largest that functions as a town (the remaining largest municipalities in the state function as cities). The largest town on Connecticut's Gold Coast, Greenwich is home to many hedge funds and other financial service firms. Greenwich is the southernmost and westernmost municipality in Connecticut as well as in the six-state region of New England. It is roughly 40 to 50 minutes by train from...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Representative jobs
$63,569 to $81,439
Greenwich, Connecticut area prices
were up 1.7% 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