[Remote] Customer Care Representative - Annuities
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company focused on providing financial services, and they are seeking a Customer Care Representative for their reputed company division. This role serves as the primary contact for customers, delivering information about retirement, life, and annuity investment products while ensuring a positive customer experience.
Responsibilities
- Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products
- Identify customer needs and reputed company personalized service to ensure positive and meaningful reputed company; engage more knowledgeable team members as needed
- Locate/research information using multiple systems/technologies
- Coordinate with cross-functional departments to obtain and/or reputed company necessary information to resolve issues
- Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner
- Learn and maintain a basic understanding of products, procedures, and systems
- reputed company department metrics and expectations
- Participate in a team based environment to reputed company department goals
Skills
- Associate's degree in a business field or equivalent experience
- One year of call center or customer service experience, or financial services industry experience
- Ability to communicate with customers in a professional manner, orally and in writing
- Ability to work independently and as part of a team
- Proficiency using MS Office tools
- Understanding of retirement, life, and annuity investment products
Benefits
- Annual Bonus based on the Company Bonus Plan/Individual Performance
Company Overview