Annuity New Business Service Representative

Industry

Insurance

Advert ID

USA_517148

Location

Franklin

Job Type

Contract

Hours

Full-Time

Salary Range

USD18-19/hr

No. of Openings

1

Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142

ContactNumber

262-694-2759

Job Description

Are you analytical, self-motivated, and a quick-learner? Do you have experience working on multiple systems with multiple screens? We are seeking someone who is able to communicate well as there will be a lot of phone calls with 3rd parties to ensure funds are retrieved.



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.