Customer Care Representative - Annuities

Job Summary

A company is looking for a Customer Care Representative - Annuities.

Key Responsibilities

• Provide exceptional customer service by answering calls regarding retirement, life, and annuity investment products
• Identify customer needs and deliver personalized service, coordinating with team members as necessary
• Document customer inquiries, follow up on outstanding items, and achieve department metrics

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
• Ability to work independently and as part of a team
• Proficiency using MS Office tools
• Preferred understanding of retirement, life, and annuity investment products