Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week.
1 round of interviews of Zoom
Annuity & Insurance Operations Service Associate
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