Current jobs related to Customer Life and Annuity Representative - Woburn - SBLI

  • Customer Engagement Coordinator

    1 month ago

    Woburn, Massachusetts, United States SBLI Full time

    SBLI is on the lookout for a dedicated professional to join our Customer Success team as a Contact Center representative. This role involves delivering prompt, precise, and friendly assistance to a substantial volume of inquiries via phone, chat, and email from our life insurance policyholders and partners. The ideal candidate will be proactive, adaptable,...

  • Insurance Sales Representative

    4 days ago

    Woburn, Massachusetts, United States Expert Seekers Training Full time

    Job DescriptionUnlock Your Potential as a Top-Performing Sales ProfessionalAt Expert Seekers Training, we're seeking a skilled Outside Sales Representative to join our exclusive sales team. As a key member of our team, you'll have the opportunity to propel your career forward and achieve unparalleled success in the financial services...

  • Customer Service Representative

    1 week ago

    Woburn, Massachusetts, United States Nucar Southern New England Full time

    Job Title: Part Time ReceptionistNucar Southern New England is seeking a part-time Receptionist to join its Sales Department. As the first point of contact for customers, this role requires excellent communication and interpersonal skills.Key Responsibilities:Greet customers and direct them to the appropriate sales representative.Ensure a friendly and...

  • Customer Service Representative

    2 months ago

    Woburn, United States Morph Management Full time

    Are you on the hunt for a career, not just any old job? If so, we are looking for you! We are seeking talented, energetic, and highly motivated Customer Service Representatives to join our dynamic team. The perfect candidate does not need to have professional experience! If you have experience in customer service, sales, client-facing, or any other...

  • Customer Service Representative

    12 hours ago

    Woburn, Massachusetts, United States Rite Window LLC Full time

    OverviewRite Window LLC is seeking a highly motivated and dedicated Customer Service Representative to join our team in Woburn, MA. As a key member of our call center team, you will be responsible for providing exceptional customer service to warm generated leads, ensuring quality appointments are issued to sales representatives, and resolving customer...

  • Customer Service Representative

    2 weeks ago

    Woburn, Massachusetts, United States Genuine Parts Company Full time

    Job SummaryThe Senior Customer Service Representative plays a critical role in ensuring customer satisfaction and driving business growth at Genuine Parts Company. This position requires a high level of product knowledge, excellent communication skills, and the ability to multi-task in a fast-paced environment.Key ResponsibilitiesRespond to customer...

  • Customer Service Representative

    2 weeks ago

    Woburn, United States Safelite Full time

    We're looking for a Customer Service Representative. Be the important link between Safelite and our customers - where you'll provide phone-based support in a variety of processes such as claims processing or scheduling. This role delivers the critical first impression that sets the stage for an extraordinary experience.*Find a Career. Gain a Family.*Safelite...

  • Customer Service Representative

    4 days ago

    Woburn, Massachusetts, United States Genuine Parts Company Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service, responding to customer inquiries, and placing customer orders to ensure customer expectations are accurately determined and...

  • Customer Service Representative

    15 hours ago

    Woburn, United States Rite Window LLC Full time

    Overview: Rite Window is hiring immediately for Customer Service Representatives to join our call center team in Woburn, MA with uncapped earning potential! If you are dedicated and hardworking and you are looking for a career opportunity where you can grow and be developed, don't wait! You don't want to miss out on this opportunity to join the premier home...

  • Customer Service Representative

    2 weeks ago

    Woburn, Massachusetts, United States Planet Fitness Full time

    {"title": "Member Services Representative", "description": "Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.Essential Duties and ResponsibilitiesGreet members, prospective members and guests,...

  • Customer Service Representative

    2 weeks ago

    Woburn, Massachusetts, United States Planet Fitness Full time

    {"title": "Member Services Representative", "description": "Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.Essential Duties and ResponsibilitiesGreet members, prospective members and guests,...

  • Customer Solutions Representative

    2 weeks ago

    Woburn, Massachusetts, United States Boyd Full time

    About the RoleThe Customer Solutions Representative at Boyd is a key member of our sales organization, responsible for supporting the sales team and managing customer activities to promote customer satisfaction and account growth.Key Responsibilities• Facilitate requests for quotes, validate incoming orders for accuracy, and coordinate with other areas of...

  • Customer Solutions Representative

    3 weeks ago

    Woburn, Massachusetts, United States Boyd Full time

    About the RoleThe Customer Solutions Representative at Boyd is a key member of our sales organization, responsible for supporting the sales team in managing customer activities and programs. The goal is to promote customer satisfaction and account growth.Key Responsibilities• Support the sales team by facilitating requests for quotes, validating incoming...

  • Customer Service Representative

    7 days ago

    Woburn, Massachusetts, United States The Boyd Group Full time

    About the RoleWe are seeking a highly organized and customer-focused individual to join our team as a Customer Service Representative. As a key member of our shop operations team, you will play a vital role in ensuring the efficient and effective delivery of our services.ResponsibilitiesProvide exceptional customer service and support through phone and...

  • Customer Solutions Representative

    1 week ago

    Woburn, Massachusetts, United States Boyd Full time

    Job DescriptionThe Customer Solutions Representative at Boyd is responsible for supporting the sales organization and sales team by helping manage customer activities and programs, with the goal of promoting customer satisfaction and account growth.Responsibilities• Facilitate requests for quotes, validate incoming orders for accuracy, and coordinate with...

  • Customer Solutions Representative

    4 weeks ago

    Woburn, Massachusetts, United States Boyd Full time

    About the RoleThe Customer Solutions Representative at Boyd is a key member of our sales organization, responsible for supporting the sales team in managing customer activities and programs. The goal is to promote customer satisfaction and account growth.Key ResponsibilitiesSupport the sales team by facilitating requests for quotes, validating incoming...

  • Customer Service Representative

    3 weeks ago

    Woburn, Massachusetts, United States Sherwin-Williams Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, building strong relationships with wholesale and retail customers, and driving sales growth.Key ResponsibilitiesProvide...

  • Customer Service Representative

    5 days ago

    Woburn, Massachusetts, United States Safelite Full time

    About the RoleWe're seeking a highly skilled and empathetic Customer Service Representative to join our team at Safelite. As a key member of our contact center, you'll play a vital role in delivering exceptional customer experiences and providing top-notch support to our policyholders, insurance agents, and auto glass shops.Key ResponsibilitiesAnswer...

  • Customer Sales Representative

    2 minutes ago

    Woburn, Massachusetts, United States East Cambridge Savings Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Sales & Service Representative II to join our Retail Division at East Cambridge Savings Bank. As a key member of our team, you will be responsible for providing exceptional customer service, identifying customer needs, and responding to those needs in a timely and professional...

  • Customer Service Representative

    2 weeks ago

    Woburn, Massachusetts, United States The Boyd Group Full time

    About the RoleWe are seeking a highly organized and customer-focused individual to join our team as a Customer Service Representative. As a key member of our shop operations team, you will play a vital role in ensuring the efficient and effective delivery of our services.ResponsibilitiesProvide exceptional customer service and support via phone and in-person...

Customer Life and Annuity Representative

4 months ago

Woburn, United States SBLI Full time

SBLI Life Insurance is seeking a highly motivated and customer focused individual to join our Customer Service team. Our ideal candidate will be enthusiastic with providing excellent service and support to our life insurance and annuity policyholders, addressing their inquiries, and ensuring overall client satisfaction. This position offers an opportunity to work in a dynamic and fast-paced environment.


This is a hybrid role, located in Woburn, MA. We are constantly looking for client-focused, accountable, efficient, and engaged professionals who are dedicated to and guided by a commitment to service excellence.


Ideal candidates will have experience processing annuity products. And broadly, this role provides a great opportunity to learn all aspects of customer service for SBLI and you will be cross-trained on other life products. You will be working closely with our clients. You will process service requests and financial transactions.

We are always developing at SBLI. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction.


As a Client Services Representative, you will serve as the face of our company, dedicated to delivering an exceptional client experience. Your role is pivotal in providing expert guidance to address client inquiries, concerns, and policy-related matters. Join our team and become an integral part of our commitment to delivering top-tier client service and maintaining strong client relationships. Your dedication to excellence will help shape a positive and lasting impression of our company within the industry.


Responsibilities

· Working with clients and agents to manage and process their annuities

· Assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, placing trades, and death claims

· Process routine financial and non-financial activity on client accounts with both expediency and accuracy, including a wide range of service requests from contract holders

· Provide outstanding client service by promptly and professionally responding to incoming calls and email correspondence.

· Assist clients with policy inquiries, coverage questions, and policy changes, ensuring accuracy and efficiency.

· Process client requests accurately, ensuring a seamless experience.

· Handle approximately 15 inbound and outbound phone calls daily, maintaining a high level of service.

· Collaborate closely with internal stakeholders to remove barriers for clients, ensuring a seamless client experience.

· Maintain precise and comprehensive client records and documentation.

· Identify opportunities for process improvement internally and enhancements to elevate the overall client experience.

· Resolve client complaints and issues promptly and professionally.

· Stay up to date with insurance industry trends, products, and regulations to provide accurate and informed assistance to clients.


Qualifications

· Knowledge of, and experience working with Annuities

· Minimum of 2 years of experience in a client service-focused environment within Financial Service, Insurance, or Banking required

· Strong organizational and critical thinking skills

· Strong attention to detail – meticulous and curious of how things work

· Friendly and approachable demeanor with a strong client service orientation

· Proven skills to support the challenges of our diverse clients with empathy and understanding

· Ability to handle different types of situations and conversations driving towards a resolution suitable for all

· The ability to work and thrive in a team environment

· Accountable, ethical, good decision-making ability

· A desire for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making

· High School Diploma or GED required; Bachelor's degree preferred


Hybrid work environment with 3 days a week in our Woburn, MA office.