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)
Job description
This Customer Service Representative will assist customers via phone, email and web-based systems. Strong Data entry skills a must. Outbound calls to customers, gathering their information and scheduling appraisers to come out to resolve their situations. Opportunity for growth!!
The ideal candidate for this position is highly organized and able to multitask in a fast paced environment. Must be proficient in typing and have good communication skills.
The ideal candidate will be familiar with computers and committed to learning our web-based program quickly.
Responsibilities:
Provide customer service to others on behalf of the company.
Effectively manage inbound and outbound calls (must enjoy being on the phone)
Call and schedule appointments
Identify and assess customers’ needs to achieve satisfaction.
Document conversations in our database and provide to the customer.
Utilize our mapping system to assist in scheduling appointments.
Build sustainable relationships of trust through open and interactive communication with clients, shops, and appraisers.
Experience level:
No experience required.
Shift:
Monday to Friday ·8-hour shift
(8am to 5pm or 8:30am to 5:30pm w/lunch from 12pm to 1pm each shift)
Work setting:
In-person
Benefits:
Employer Paid Health Insurance
On-the-job training
Paid time off
Parental leave
Job Type: Full-time
Pay: $17.00 - $18.00 per hour
Experience level:
Shift:
Weekly day range:
Work setting:
Work Location: In person
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0 Annuities Customer Service Representative jobs found in Philadelphia, PA area