Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Job Overview:
We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. This role requires excellent communication skills, attention to detail, and the ability to handle customer inquiries and resolve issues in a professional and timely manner.
Duties:
- Answer incoming customer calls and emails, providing accurate information and resolving inquiries
- Assist customers with product selection, order placement, and tracking
- Process returns, exchanges, and refunds according to company policies
- Maintain customer records by updating account information and documenting interactions
- Collaborate with other departments to address customer concerns and ensure customer satisfaction
- Utilize CRM software to track customer interactions and follow up as needed
- Meet or exceed performance goals for call quality, customer satisfaction, and productivity
Experience:
- Previous experience in a customer service role is preferred
- Excellent verbal and written communication skills in English
- Ability to communicate effectively with customers from diverse backgrounds
- Strong problem-solving skills with the ability to analyze situations and provide appropriate solutions
- Proficient in data entry and navigating computer systems
- Multilingual abilities are a plus
We offer competitive compensation and benefits packages for our Customer Service Representatives. Join our team today and make a difference in our customers' experience!
Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, skills, or qualifications required.
Job Types: Full-time, Part-time
Pay: $18.51 - $22.29 per hour
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Work Location: In person