Customer Operations Representative

Job Summary

As a full-time Customer Operations Representative, the successful candidate will be responsible for reviewing and processing financial and non-financial activities for Deferred Annuity products, collaborating with external customers and agents, and developing expertise in tax-sensitive financial transactions, all while working in a hybrid telecommuting environment.

Key responsibilities

• Process financial and non-financial activities into administrative systems, including checks and wires
• Collaborate with external customers and agents through telephone and written correspondence
• Develop specialized expertise in tax-sensitive financial transactions affecting clients

Required qualifications

• Experience in call center or operations roles
• Understanding of processes and procedures for Deferred Annuity products
• Strong customer service orientation with interpersonal skills
• Organizational skills with outstanding follow-up capabilities
• Self-motivated with a willingness to research and learn quickly