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)
POSITION SUMMARY
Under the supervision of the Customer Service Manager, responds to customer inquires and resolves customer issues, and provides information about eligibility, benefits and claims information during incoming/outbound calls or walk-ins and within written or electronic correspondence. Coordinates benefits with other insurance carriers and processes simple claim adjudication as well supports Claims Processing with data entry and claims up to Level 2. Responds to all inquiries and resolves issues in an efficient and timely manner, as established by Team Goals and Objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Other Duties & Responsibilities
MINIMUM QUALIFICATIONS AND EXPERIENCE
Education
High School Diploma, or its equivalent.
Experience
Skills and Knowledge:
Note: The above information on this description has been designed to indicate the general nature and level of work performed by an employee in this classification. It is not to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualification of employees assigned to this job. Hawaii Dental Service has the right to add to, revise, or delete information in this description. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of this position.