Customer Operations Representative

Job Summary

Detail-oriented and collaborative, the full-time Associate Customer Operations Representative will process financial and non-financial activities for annuity products, engage directly with customers and agents to resolve issues, and maintain service level agreements while working in a hybrid telecommuting environment.

Key responsibilities

• Directly contact customers and agents to resolve open issues
• Process financial and non-financial transactions into administrative systems
• Collaborate with team members to enhance efficiency and reduce errors

Required qualifications

• High school diploma or equivalent work experience; college degree preferred
• 1-4 years of relevant experience in customer operations or related fields
• Strong commitment to accuracy in processing transactions
• Ability to manage multiple priorities in a fast-paced environment
• Effective communication skills with a customer-focused approach