Proactive response to AXA Advisor inquiries for in-force policies regarding status and activity.
Ensuring optimal, prompt and accurate response and service is delivered to AXA Advisor at all times.
Providing AXA Advisor with case status on pending variable agent of record changes and broker/dealer transfers.
Process incoming requests for in-force policies and proactive communication and status updates to AXA Advisors on status.
Maintain ongoing positive working relationships with carrier representatives to facilitate problem resolution on in-force business.
Maintain current and working knowledge of multiple carrier in-force and conversion guidelines.
Able to handle most calls and transactions independently, works with supervisor for direction and/or guidance on more complex request.
Ability to follow instructions independently, create professional and comprehensive correspondence/memos to carriers and agents.
Support the necessity of changes in work environment and help guide morale in a positive direction among peers.
Gain positive working relationships with carrier representatives to facilitate problems resolution on in-force business.

High School diploma
One year of experience, preferably in insurance industry
Efficient PC keyboarding skills in Windows-based applications
Ability to read and interpret documents such as carrier forms, agent information, and procedure manuals
Organizational and analytical skills
Strong, positive verbal and written communication skills
Must possess strong problem solving skills and be able to solve problems with little or no assistance
Must be able to interpret a variety of detailed instructions furnished in written, verbal, diagram or schedule form
Detail oriented and strives for accuracy
Must have sense of urgency and be able to prioritize workload in an efficient manner.
Individual must demonstrate strong role model skills and be able to prioritize workflow as changes occur throughout the day

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Customer Service Representative

Key skills