Annuities Service Representative

Job Summary

A company is looking for a Service Representative, Annuities.

Key Responsibilities

• Manage non-routine/complex cases while ensuring compliance with service and regulatory standards
• Provide case consultation and training to team members and assist in resolving inquiries
• Develop and implement business processes and oversee daily and monthly reporting

Required Qualifications

• High school diploma required; college degree preferred
• Three or more years of customer service or financial service industry experience preferred
• Strong technical aptitude
• Ability to perform all aspects of customer service representative work