Annuities Retention Specialist coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Being an Annuities Retention Specialist reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Domain: Life Insurance and Annuities
Senior Process Associate - Customer Service
In the role of Senior Process Associate you will be responsible for delivering accurate and courteous responses to telephone inquiries from contract owners, agents and third parties. You will utilize multiple department systems to provide accurate information and will be expected to comprehend and explain life and annuity products. You will be working in a fast-paced call center environment and during your day-to-day responsibilities, you’ll be maintaining a positive and professional demeanor while meeting or exceeding quality and efficiency goals.
Location for this position is Des Moines, IA/ Atlanta GA. Remote candidates may be considered.
Qualifications:
Required
Preferred
· Sensitivity to service and quality
Your responsibilities include but may not be limited to
· Take initiative and ownership in every call and situation
· Provide answers and solutions in a manner all parties can understand
· Research information and handles return calls/other follow-up as needed
· Provide accurate quotes and creates business correspondence via paper or electronic format in a timely manner
· Navigate multiple computer systems/applications and utilizes search tools to find information
· Adhere to call guidelines
· Meet or exceeds department quality standards
· Document client life and annuity contracts by adding timely notes with the most current information so it is readily available to all other company personnel
Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise).
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face.
About Us
Infosys McCamish Systems,(http://www.infosysbpm.com/mccamish) located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPM Limited.(www.infosysbpm.com) Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995.It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim – generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish’s many BPM clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA.
U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time.
EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/
Job Type: Full-time
Salary: $20.27 - $24.42 per hour
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Work Location: In person