Customer Service Representative
Stephens DefaultLittle Rock, AR, US30+ days ago
Job type
- Full-time
Job descriptionCollege degree or equivalent workforce experience Previous one year life and / or annuity insurance experience is preferred Knowledge of life and annuity insurance products and industry is preferred Excellent verbal, written and organizational skills Attention to detail with emphasis on accuracy and quality Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action Establish and maintain effective working relationships at all levels of the organization Ability to maintain confidentiality Demonstrated reliability in attendance and work performance Must be proficient with Microsoft Office Suite Ability and willingness to learn systems and industry Existing insurance license or willingness to obtain insurance license within 6 months of employment
Customer Service Representative
Job Category : Private Wealth Management
Full-Time
Location : Little Rock, AR 72201, USA
Description
Essential Duties and Responsibilities
- Respond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance.
- Assist, review, submit and follow up on :
- Title Changes : Ownership, POA, Beneficiary changes & Third party authorization
- Agent of Record Changes, Licensing, Product, Carrier Requirements
- Claims on Life, Annuity, LTC & LTC
- Perform policy reviews
- Assist with ACATs, Withdrawals & Surrenders
- Run and request in force illustrations
- EFT / modal changes
- Reinstatements
- Conversions
- Assist in completing forms
- Respond to customer requests in timely manner, provide information and resolve problems
- Perform other tasks as assigned by management
Education and Experience
Knowledge, Skills and Abilities
Qualifications
Certificates, Licenses, Registrations
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.
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Customer Service Representative • Little Rock, AR, US
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