Are you looking to make an impact within the financial solutions industry? We are partnering with an innovation company seeking a Customer Service Consultant for Annuities who will provide excellent customer service and responsiveness on a variety of insurance products, focusing on fixed annuities. If you have at least 5 years of experience ranging from new business through post-issue in annuities, apply today!
Work model:
- Hybrid
What you will do:
- Handle inbound calls, emails, and chats from Agents and clients, responding to inquiries and requests
- Coordinate agent onboarding, commissions, new business, suitability, post-issue, and claims for the company
- Responsible for establishing a knowledge base of all products and services to be able to provide end-to-end support for agents and clients
- Learn the technology platforms for seamless responsiveness, working with agents and clients to provide effective solutions
- Operate with efficiency and effectiveness to provide a best-in-class customer experience
- Utilize critical thinking and problem-solving skills to resolve issues and provide timely transactions while building client trust and mitigating risk internally and externally
- Lean on industry knowledge to make a sound judgment on decisions and operate within compliance to resolve impactful decisions for agents and clients
What you will need to be successful:
- Bachelor’s degree or high school equivalent plus substantial annuity experience
- 5+ years of annuity operations and the insurance industry
- Fixed annuities experience preferred
- Strong organizational skills with the ability to work well under pressure while delivering on multiple tasks and processes
- Desire to work within a team environment and partner, internally and externally
- Execute on delivering high-quality outcomes while fostering relationships and customer experiences
- Utilize knowledge and experience to make sound self-directed decisions
- High attention to detail, strong people and relationship-building skills, and financial acumen
- Ability to work independently and handle ambiguity
- Professional communication and presentation skills
Benefits overview:
- 401k
- Major health insurance
- Employee Stock Ownership Plan (ESOP)
- Click here for a complete list of benefits
Interested and qualified candidates can contact Brennan Jones at (515) 225-7000 or email Brennan at bjones@thepalmergroup.com.
