Service Rep 2


Financial Services

Advert ID




Job Type




Salary Range


No. of Openings


Branch Information

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



Job Description

This role is necessary to support the multiple teams within New Business. This role supports the Financial Representative on their journey to procure New Business and get that business on the books during the approval stages.

Deliver a distinctive client experience

* Successfully resolves questions and inquiries from Financial Reps and clients

* Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

* Educates clients and Financial Representatives on our client website and self-service capabilities

* Fosters a professional relationship with our clients to enhance brand loyalty

* Exhibits skill in de-escalating servicing concerns

* Achieves productivity standards and goals while maintaining the highest level of customer service

Critical Thinking/Problem Solving

* Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards

* Able to multi-task between phone and casework/transactional duties with the high degree of accuracy and quality

* Able to work independently and with your team to consistently identify opportunities improve work processes

* Researches and evaluates possible solutions using all available resources

* Manages casework in accordance with area service and/or productivity standards

Change Agility

* Welcomes change and embraces an environment where continuous improvement is expected from all employees

* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand

* Identifies opportunities for improvement and is an advocate for delivering viable solutions and alternatives

Digital Savvy

* Ability to interact with latest technologies including devices to do their jobs and interact with clients

* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint