Job Description
Seeking a Annuity New Business Service Rep position for a contract position lasting through 1/2022, working for a client in the insurance/financial services industry, located in Franklin, WI, working remote initially.
Contractor will support the FTEs and their work.
Tasks:
- Applying all check types excluding DIA and PDIA
- Processing non prepaid Simple IRA applications including application input
- Cover the phones for team meetings
- Analyzing and responding to incoming field emails and paperwork
- More in-depth follow-up with the field
Required:
- Prioritizes and organizes own work to meet agreed upon deadlines.
- Proficient in written and verbal communication to communicate with internal and external customers regarding cases.
- Solid customer service skills.
- Excellent attendance.
- Demonstrated skills in analyzing information, problem-solving and independent decision making.
- Solves non-standard problems using established procedures.
- Computer experience with solid keyboarding skills and proficiency with current software packages.
Identifies opportunities for process improvements.
- Supports and adapts to changes that impact the work within the job.
- Over 1 year of work experience in customer service and/or financial services.