Annuities Customer Service Representative jobs in New Jersey

Inclusively is partnering with a life insurance company to hire a Service Representative - Annuities.

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Location Designation: Hybrid

When you join, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. It is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

This position primarily involves a hybrid work schedule - Working remotely Monday & Friday, Working on site: Tuesday, Wednesday and Thursday

The Institutional Annuities Department is hiring a Client Service Representative in its Jersey City, NJ location. We are looking for customer-focused, accountable, efficient, and engaged professionals who are dedicated to and guided by a commitment to service excellence.

Summary

This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, working with Structured Settlement recipients and brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction.

Primary Responsibilities

• Establish/Onboard new business in our payout system
• Process routine financial and non-financial activity on client accounts with both expediency and accuracy, including: commission payments and a wide range of service requests from contract holders, such as direct deposit set-ups, address changes, beneficiary changes, death claims, and payment inquiries.
• Proactively manage assigned caseload and perform good order review.
• Assist structured settlement brokers, agents, annuitants, payees and attorneys in the resolution of administrative issues.
• Respond to general written and oral inquiries concerning product features, contract provisions, and administrative procedures.
• Effectively handle around 15 inbound and outbound phone calls per day, and correspondence from/to brokers, agents, and annuitants/payees.
• Develop positive relationships with brokers, agents, annuitants, and payees.

Required Qualifications:

• High School Diploma or GED required; Bachelor's degree preferred.
• 1 years of experience in a customer service focused environment within Financial Service, Insurance, or Banking required
• Strong technical aptitude is ideal; familiarity and willingness to learn Microsoft products (specifically Outlook & Teams) and manipulation of PDF documents
• Knowledge of Annuities and Structured Settlement knowledge a plus
• Strong problem solving and organizational skills
• Passionate to help others
• Excellent oral and written communication skills
• The ability to work and thrive in a team environment
• Strong attention to detail
• Accountable, ethical, good decision-making ability

Salary range: $35,000-$50,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

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

Schedule:

• Monday to Friday
• Weekend availability

Work Location: In person