Customer Service - Annuity Team

  • Free
  • Published date: April 1, 2022
    • Florida, United States

Job ID 16146 - Customer Service Representative (CCC Annuity Team)

Location: Clearwater, 33759 - Hybrid
Hybrid: WFH options after training based on job performance, typically every-other week (1) week WFH / (1) week onsite

Pay: $22.00/hr

Hours: Monday – Friday, 7:30am - 6:05pm (8 hour shift)

Type: Contract to Hire

Career outlook: Excellent! This company is rapidly growing and there will be room to grow with them


Job Duties:
Handle inquiries professionally, accurately and completely primarily over the phone while establishing and maintaining a high level of customer service.
Use various internal systems, web-based software and other available tools to provide the most accurate and up to date information to internal and external customer base.
Research and respond to outstanding items, errors, application and contract discrepancies, and processing delays
Process all service requests for policyholders
Provide the most accurate and up to date information and/or follow proper procedure to route the call or request when necessary. Follow up as needed.
Maintain excellent working knowledge of company policy and procedures.
Defuse difficult calls and escalate when necessary.
Complete, concise and opinion free documentation of calls when applicable.
Adhere to established CCC Quality Standards while maintaining an acceptable quality standard

Nice to have:
Working knowledge of Annuities, Non-Qualified, IRA, Roth IRA and SEP IRA plan types are preferred.
Understanding of IRS rules and regulations pertaining to retirement plans and annuities is preferred.

Requirements:
Previous Call Center experience preferred.
Previous experience in financial services/banking required
Written, verbal and interpersonal skills required for daily interaction with internal and external customers.
Organizational skills and ability to multitask and prioritize in a fast-paced work environment while adapting to change in both the environment and workflows.
Accurate data entry capabilities with minimal errors
Working knowledge of Microsoft Office products
Proven ability to maintain good working relationships with coworkers, internal, and external customers, as well as the ability to defuse irate callers and resolve difficult calls
Must maintain acceptable attendance and demonstrate the ability to function as a reliable member of operations
High School Diploma required
Background Check required
Reference : Customer Service - Annuity Team jobs

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