Annuities Customer Care Representative

Job Summary

Providing exceptional customer service, the full-time Annuities Customer Care Representative will assist callers with inquiries related to retirement, life, and annuity investment products while working remotely in a collaborative team environment.

Key responsibilities

• Answer customer calls and provide accurate information regarding financial products
• Identify customer needs and coordinate with team members to ensure positive outcomes
• Document inquiries and follow up on outstanding issues in a timely manner

Required qualifications

• Associate's degree in a business field or equivalent experience
• One year of call center or customer service experience, or financial services industry experience
• Proficiency using MS Office tools
• Ability to communicate professionally with customers, both orally and in writing
• Capability to work independently and collaboratively in a team environment