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What to Expect as an Agency Services Representative
Communicate verbally with agents, distribution partners, third parties and internal support departments in matters relating to agent and customer needs.
Approach all interactions with the customer at the forefront, using the corporate shared values as the guide for all interactions.
Responsible for responding to inbound calls by providing support to North American, Midland National, and Sammons Institutional Group agents, internal / external business partners and third parties in verbal and written communication using a professional and friendly approach.
Calls must be handled according to company policy and procedure, Service Level and Quality Standard Agreements.
Have working knowledge of each department's job function and all designated service level agreements to manage end user expectations
Accountable for providing follow through to ensure problem or complaint resolution and notify individuals of action taken.
Perceive, distinguish, and empathize with emotions of internal / external customers. Record calls (including electronic ?
tagging?), process requests, and update account history with results of inquiry to include proper documentation.
Troubleshoot website issues and provide expert resource for agent related information.
Openly discuss concerns within the area and / or team and provide ideas for improvement. Look for ways to improve a process and / or procedure and openly discuss your thoughts.
What We're Looking For
Sammons Financial Group Companies offers some of today’s most sought after life insurance, annuity, retirement planning products and portfolio-management solutions.
Unlike most financial organizations, our companies are not publicly traded, which means we’re focused on long-term value rather than short-term earnings pressures.
As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities.
Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.
What you can expect when you join Sammons Financial Group :
Pay Transparency posting verbiage :
Pay Range : $, to $,
Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position.
Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
Last updated : 2024-05-15
Full Time
$51k-68k (estimate)
05/16/2024
05/29/2024
sammonsfinancial.com
WEST DES MOINES, IA
1,000 - 3,000
1906
Private
ESFANDYAR DINSHAW
$50M - $200M
The job skills required for Agency representative include Customer Service, Written Communication, Call Center, Problem Solving, Products and Services, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be an Agency representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Agency representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Agency representative positions, which can be used as a reference in future career path planning. As an Agency representative, it can be promoted into senior positions as a HR Service Center Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Agency representative. You can explore the career advancement for an Agency representative below and select your interested title to get hiring information.