Provide customer service to producers and contract owners by effectively responding to incoming & outgoing phone calls related to variable and fixed annuity products.
Perform outbound phone calls, as needed, to complete the fulfillment of requests and follow up on inquiries.
Effectively and efficiently communicate with customers by adhering to established call center protocols and performance standards
Update information in administrative and workflow systems to process producer and/or policyholder requests and claim requests within established time and quality standards
Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all required regulations and standards
Must maintain strict adherence to schedule, have excellent time management skills, and be energized by front-line customer service delivery in a fast-paced environment.
Cross-train on multiple functions to provide operational flexibility and support for peak demand periods throughout the year
Provide suggestions for improvement of current processes to management