Strong attention to detail and ability to look for process improvements
3+ years of operational / customer service experience
Tech-savvy, with the ability to multitask and navigate through different tools and applications with both speed and accuracy
PLUSSES:
Experience with Office 365, Google Suite, Confluence, Zendesk, Amazon Connect, Salesforce is HIGHLY preferred
Experience in the Fintech, Insurtech, or financial services industry
Bachelors degree
What you will be doing:
Process and review new business applications and other types of maintenance and withdrawal transactions to ensure that customers are serviced accurately and in a timely manner.
Handle customer inquiries and problems throughout the application process and ensure timely outcomes are achieved in line with internal and regulatory requirements.
Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
Provide information regarding contract values, contract status updates, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA and Qualified Plan transfers and rollovers, agent licensing, and commissions for new business.
Support both customers and clients with all new business operations.
Assist in special projects as needed.
Maintain customer confidentiality while complying with all state and federal regulations, privacy regulations and meeting or exceeding internal quality and service standards
Compensation:
$23/hr to $26/hr.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.