Customer Operations Representative

Job Summary

To support the processing of financial activities for active annuity products, the full-time Associate Customer Operations Representative will manage withdrawals, transfers, beneficiary changes, and account maintenance while ensuring a positive customer experience through high accuracy and collaboration in a hybrid work environment.

Key responsibilities

• Process financial and non-financial activities into administrative systems
• Maintain team and special partner service level agreements (SLAs)
• Collaborate across the organization to enhance team efficiency and customer experience

Required qualifications

• High School Diploma required; Associate's degree or equivalent experience preferred
• Customer service experience preferred
• Effective computer and software skills
• Able to work in a fast-paced environment
• Strong organizational and interpersonal skills