Job Description

illumifin, a leading third-party insurance administration and technology provider. illumifin is one of the largest insurance service providers in the North American long-term care, life, health, and annuity markets.

illumifin provides third party administration and technology services to individual and group insurers. The company blends insurance industry knowledge, technology leadership and operational execution to prepare insurers for the digital future.

illumifin is a diverse, passionate and empowered team of insurance specialists committed to the growth and success of its customers.

With illumifin, there’s a brighter future

CUSTOMER CARE PROFESSIONAL - SERIES 6 RESPONSIBILITIES

• Answers and responds to telephone and / or electronic inquiries regarding variable annuities policy benefit administration, policy owner eligibility and claims processing.
• Documents all calls and related correspondence using internal insurance system or other proprietary tools and office processes, document follow-up calls, voicemails and any other pending service requests.
• Provides prompt, courteous and excellent service to internal and external customers at all times. This includes an obligation to actively cooperate and interact with other departments to advance the overall interest of the company.
• Identifies service opportunities and suggests innovative ideas for improvement.
• Handles multiple products and services intermittently while meeting established service requirements and standards.
• Acts with a sense of urgency and takes ownership regarding aspects of call management and escalation of issues.
• Ensures issues are referred to appropriate areas; leveraging internal relationships to ensure efficient issue resolution;

involves leadership when necessary.

Other duties and projects as assigned, including assisting with the production of Policy Owner Services duties as required.

This includes updating databases and recording information in the proper location.

Requirements

Minimum Qualifications

• Valid and Active Series-6 License administered by FINRA
• High school diploma or GED required.
• Strong written and verbal communication skills; is familiar with business and phone protocols.
• Excellent organization and detail orientation skills with the ability to meet established deadlines.
• Proficient with MS Windows environment, including MS Word.
• Is reliable, trustworthy, and maintains appropriate organizational confidentiality.
• Minimum of one year customer service experience working in a fast-paced, ever-changing call center environment.

Preferred Qualifications

• Associate degree in Business Administration or BA / BS preferred.
• Previous experience working in an insurance or financial services environment is preferred but not required.
1 day ago