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Solutions Center Rep
3 months ago
Job Description
As a Representative for one of the leading Insurance companies, you’ll provide extraordinary care to our members, partners, plan sponsors, and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general accounts, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate marketing strategies when communicating with customers.
Job Duties
- Respond to incoming calls from investment professionals, plan sponsors, and members on various topics, understanding current and legacy product suites.
- Interpret and apply changes and enhancements to products, offering consultative expertise to uncover unstated needs.
- Document conversations to support member relationship strategies.
- Ensure compliance with FINRA, professional licensure requirements, company policies, plan documents, and local laws.
- Educate customers on tax implications, penalties, benefits, and plan/contract details.
- Analyze problems to determine the proper course of action, striving for first-time resolution and collaborating with internal partners for escalated issues.
- Participate in monthly meetings with leadership to develop career path strategies and set goals.
- Perform other duties as assigned.
Education:
- High school diploma or equivalent required.
- Undergraduate degree in finance, business administration, insurance, economics, and communications preferred.
- License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
- One year of experience in customer service, and sales-related occupations.
- Knowledge, Skills, and Ability: Knowledge of various insurance products and the sales process.
- Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
- Understands the consequences of not following the FINRA rules and regulations.
- Excellent verbal and written communication skills to effectively communicate with others.
- Proficiency with computers and common office software.
- Ability to understand general aspects of plan/contract and utilize technology to enhance conversations with customers.
