Customer Care Representative – Annuities

Role Overview

• Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products
• Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed
• Locate/research information using multiple systems/technologies
• Coordinate with cross-functional departments to obtain and/or provide 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
• Achieve department metrics and expectations
• Participate in a team based environment to achieve department goals

Requirements

• 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

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs