Are you a dedicated Customer Service professional looking to get your foot in the door with a reputable, growing financial organization? Don't miss your chance and apply now!
This is position will start Hybrid after Training (in office 3 days a week and Work from Home 2 days) but can lead to Work from Home Full-Time.
Training schedule for this position will be from 8:00a-4:30p CST.
HOURS: Must be flexible between 7:00a-6:30p CST Monday – Friday. Actual shift times once in production are based on business needs and may vary between 7:00a-6:30p CST.
What you will be doing as the Retirement Customer Service Specialist:

• Communicate with financial professionals and customers primarily through phone and email providing a high-quality customer experience by projecting a professional and positive attitude.
• Utilize a variety of software tools to navigate contract information, research and review products, and communicate effective solutions in a fast-paced, team-oriented environment.
• Responsible for accurately documenting and resolving requests for account information and updates. This individual understands the digital customer experience and educates customers about easier and more efficient ways they can resolve future requests.
• Responsible for accurately and efficiently taking and processing allocation change instructions within our variable products.
• Consistently meets or exceeds established individual and team metric goals.

What you will need as the Retirement Customer Service Specialist:

• Prior customer service or Contact Center experience preferred
• High school diploma/equivalent required
• An associate or bachelor’s degree preferred
• Financial Services experience (including Life Insurance, Annuities, Banking, Group Retirement, etc.) preferred
• Annuity industry knowledge and experience a plus
• Proficiency in a Windows based environment (Office 365 & Microsoft Teams) required
• Strong client focused and managed-money mindset required

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