Customer Operations Representative

Job Summary

To support financial operations, the full-time Customer Operations Representative will review and process transactions for Deferred Annuity products, collaborate with customers and agents, and develop expertise in tax-sensitive financial transactions 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 impacting clients' financial well-being

Required qualifications

• Experience in call center or operations environments
• Understanding of processes and procedures for Deferred Annuity products
• Organizational skills with outstanding follow-up capabilities
• Ability to manage multiple responsibilities and conflicting priorities
• Self-motivated with a strong desire to research and learn quickly