Intermediate Customer Care Representative

Job Summary

As the primary point of contact for customers, the full-time Intermediate Customer Care Representative will provide accurate information regarding retirement, life, and annuity investment products while working remotely in a dynamic team environment focused on delivering exceptional customer service.

Key responsibilities

• Answer calls and provide personalized service related to retirement, life, and annuity investment products
• Research and locate information using multiple systems to resolve customer inquiries effectively
• Document customer interactions and coordinate with cross-functional departments to ensure timely follow-up and resolution

Required qualifications

• Associate's degree in a business field or equivalent experience
• Three years of call center or customer service experience, or one year of financial services industry experience
• Proficiency in using MS Office tools
• Ability to work independently and as part of a team
• Professional communication skills, both oral and written