Annuity New Business Service Rep

Industry

Insurance

Advert ID

USA_531264

Location

Franklin

Job Type

Contract

Hours

Full-Time

Salary Range

USD18-19/hr

No. of Openings

1

Branch Information

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

ContactNumber

262-694-2759

Job Description

Seeking a Annuity New Business Service Rep position for a contract position lasting through 1/2022, working for a client in the insurance/financial services industry, located in Franklin, WI, working remote initially.



Contractor will support the FTEs and their work.



Tasks:

- Applying all check types excluding DIA and PDIA

- Processing non prepaid Simple IRA applications including application input

- Cover the phones for team meetings

- Analyzing and responding to incoming field emails and paperwork

- More in-depth follow-up with the field



Required:

- Prioritizes and organizes own work to meet agreed upon deadlines.

- Proficient in written and verbal communication to communicate with internal and external customers regarding cases.

- Solid customer service skills.

- Excellent attendance.

- Demonstrated skills in analyzing information, problem-solving and independent decision making.

- Solves non-standard problems using established procedures.

- Computer experience with solid keyboarding skills and proficiency with current software packages.

Identifies opportunities for process improvements.

- Supports and adapts to changes that impact the work within the job.

- Over 1 year of work experience in customer service and/or financial services.