• Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, annuity, and investment products and transactions, focusing on customer satisfaction, quality, and efficiency.
• Communicates with customers regarding service requests or problems; documents, evaluates, and resolves customer inquiries.
• Thoroughly documents all contacts and conversations; follows up as required.
• Works with other departments to complete customer requests as needed, and minimize escalations.
• Functions w/in a team-based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by the department.
• Gains proficiency in various administration and automated workflow systems.
• Processes complex and varied service requests.
• Represents our customers with professional pride to internal and external customers.
• Consistently meets/exceeds set quality and produc...