Analyst Service Processor



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Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142 Phone : 262-694-2759



Job Description

This individual will sort and distribute our incoming mail. They will assist our team members with sending out and managing client correspondence. Individual will have to draft regulatory letters on occasion using templates provided.

Deliver a distinctive client experience

* Successfully resolves questions inquiries from Financial Reps and clients

* Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

** Fosters a professional relationship with our clients to enhance brand loyalty

* Exhibits skill in de-escalating servicing concerns

* Achieves productivity standards and goals while maintaining the highest level of customer service

Critical Thinking/Problem Solving

* Handles transactional responsibilities while maintaining a high level of confidential and personal information appropriately

* Ability to multi-task casework/transactional duties with the high degree of accuracy and quality

* Ability to work independently and with your team to consistently identify opportunities improve work progresses

* Researches and evaluates possible solutions using available resources

* Manages casework in accordance with area service and/or productivity standards

* Adheres to strict confidentiality and privacy standards

Change Agility

* Welcomes change and embraces an environment where continuous improvement is expected from all employees

* Demonstrates a willingness to shift work priorities to meet the needs of the business demand

* Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives

Digital Savvy

* Ability to perform keyboarding/computer skills accurately and efficiently

* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint