Annuity Specialist

4 weeks ago

Cincinnati, United States Insight Global Full time

Position: Annuity Representative/Specialist

Duration: 6-month contract-to-hire

Hourly Rate: $20/HR-$24/HR per client based on years of experience

Openings: 1

Location:

  • M-F to start (Onsite for 12 weeks or so) then moves into a fully remote position
  • Address: One Financial Way Cincinnati, Ohio 45242

Shift: M-F, 8:30am – 5:15pm

Interview Process: 1 round

Must Haves:

  • General customer service experience
  • Strong customer service skills, including a professional/polite telephone personality with excellent written and verbal skills
  • Call center experience OR proven ability to learn new concepts whether through recent studying experience or another complex role
  • Experience with Microsoft Products (Word, Excel, Teams, Outlook, etc.)
  • Strong aptitude for learning
  • Strong organizational and analytical skills with the ability to multitask
  • The ability to effectively and efficiently navigate through multiple programs/systems/screens while on a phone call

Plusses:

  • Exposure to annuities/exposure to qualified and unqualified money
  • Currently possesses a Series 6
  • Strong customer service experience
  • Basic business skills: knowledge of letter writing, formatting

Day to Day:

An employer is looking for multiple Annuity Call Center Representatives for a hybrid, contract-to-hire opportunity in the Cincinnati, Ohio area. The client is a leading insurance holding company who provides protection, retirement income and reinsurance solutions through its subsidiaries. The Annuity Call Center Representative plays a significant role within the Annuity business unit for the client, and the Call Center Representative will have a direct impact on customers. This person will operate in an inbound call center environment, serving as the primary point of contact for providing reactive annuity product support for clients and financial professionals via phone and email communication. The Call Center Representative will be thoroughly trained, starting the first 8 to 12 weeks on-site at the client’s Blue Ash location. They will start with taking very basic calls, and ultimately transferring the majority of calls until they finish the training program.

Representatives can expect to take anywhere from 40-50 calls per day to start, with that number expected to grow over time as the company expands. Basic calls may consist of basic contract information, issue dates, status updates, etc. Once fully trained, the Representative can expect to take on more complex calls.

This includes, but is not limited to:

  • Providing education and customer service on the client’s full portfolio of annuity products and riders
  • Taking and processing trade requests as well as taking other buy/sell orders in a timely/accurate manner
  • Professionally communicating with a large array of internal departments in order to assist the external customers

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