Finance - Entry Level - Annuity and Insurance Operations
Northpointe Staffing ProfessionalsSouth Jordan, UT, United States19 hours ago
Job type
- Full-time
Job descriptionMinimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions Excellent listening and written and verbal communication skills Desire to learn the insurance operations business and invest time and experience to develop expertise Ability to learn quickly and apply knowledge to new situations Ability to establish and maintain positive client relationships Ability to diagnose and solve problems creatively Ability to recognize and diffuse potential issues and / or difficult interactions Ability to multi-task and manage time effectively Attention to detail in both service interactions and processing tasks
Individual within this role will support the Annuity & Insurance Operations group which provides operational and customer service support to financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities :
- Establish and maintain effective relationships in order to deliver world class service to clients.
- Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
- Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
- Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
- Meet team and department service goals established by management.
Skills Required :