Client Service Associate - Annuity & Insurance

Position: Client Service Associate - Annuity & Insurance

Location: South Jordan, Utah

Pay Rate: 21.34/hr. On W2(No Benefits)

Contract: 12 Months

Team Profile

The Annuity & Insurance Operations group within the Brokerage Service Network (MSSN) provides operational and customer service support to Brokerage financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

Primary Responsibilities

• Establish and maintain effective relationships in order to deliver world class service to our clients.
• Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
• Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
• Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
• Meet team and department service goals established by MSSN management.
  
  

Skills Required

• Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions
• Excellent listening and written and verbal communication skills
• Desire to learn the insurance operations business and invest time and experience to develop expertise
• Ability to learn quickly and apply knowledge to new situations
• Ability to establish and maintain positive client relationships
• Ability to diagnose and solve problems creatively
• Ability to recognize and diffuse potential issues and/or difficult interactions
• Ability to multitask