Customer Service Rep

Tailored Management is seeking a Customer Care Advocate to provide professional customer service for defined benefit annuities, Group Annuity Contracts, and pension accounts. The role involves explaining financial and policy information, processing account maintenance requests, supporting claims, documenting interactions, and handling confidential information across multiple systems.

Responsibilities:

• Provide professional and responsive customer service to individuals regarding annuity and pension accounts
• Clearly explain policy details, payment information, account status, and other financial information
• Process customer account maintenance requests, including:
• Direct deposit updates
• Address changes
• Beneficiary updates
• Death notifications
• Provide knowledgeable assistance and guidance throughout the claims process
• Accurately document customer interactions and account updates
• Navigate multiple computer systems and applications while assisting customers in real time
• Handle sensitive and confidential customer and financial information in accordance with established policies and procedures
• Maintain a high level of accuracy, attention to detail, and professionalism
• Demonstrate reliability through consistent attendance, punctuality, and adherence to assigned schedules
• Adapt to evolving technologies and demonstrate a willingness to support the appropriate use of Artificial Intelligence and other technology enhancements

Requirements:

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred
• 2–3+ years of customer service experience; experience in financial services is strongly preferred
• 1–3+ years of experience working with Windows-based operating systems and Microsoft Office applications
• Excellent verbal and written communication skills
• Strong problem-solving and interpersonal skills
• Ability to explain complex information clearly and effectively
• Strong attention to detail and commitment to accuracy
• Ability to multitask effectively while assisting customers
• Ability to maintain confidentiality when handling sensitive financial and personal information
• Demonstrated reliability and commitment to attendance and schedule adherence
• Associate's or Bachelor's degree preferred
• Experience in financial services is strongly preferred