Job Description

Job Description

Responsibilities

  • Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
  • Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.
  • Locate/research information using multiple systems/technologies.
  • Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
  • Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
  • Learn and maintain a basic understanding of products, procedures, and systems
  • Achieve department metrics and expectations
  • Participate in a team based environment to achieve department goals


    • Qualifications

  • Associate’s degree in a business field or equivalent experience
  • One y...

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