Annuity Customer Care Associate

2 months ago

Urbandale, United States Revol One Financial Full time
Job DescriptionJob Description

Mission Statement: We are a refreshingly straight-forward company enriching all lives with modern financial solutions that create value and peace of mind.

JOB TITLE: Annuity Customer Care Associate

HIRING MANAGER: Director of Operations

COMPANY INTRODUCTION

At Revol One Financial we offer a unique and exciting opportunity to be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment.

GENERAL JOB DESCRIPTION

The Annuity Customer Care Associate will assist with general office duties, including processing mail, applying and reconciling inbound funds in a cash ops/treasury capacity and calling Annuity carriers to check status on inbound transfers. The role may also entail agent onboarding, commissions, new business, suitability, post issue and claims at Revol One Insurance Company (“Revol One”). As a Customer Care Associate, you will be responsible for cross functional duties across all service areas, enabling an end-to-end completion of processes and creating an exceptional experience for financial professionals and clients. The role will require collaboration among team members in a small team environment, where every individual will be critical to the team’s overall success.

Building relationships with our agents/producers will be crucial to differentiate Revol One as a preferred partner. The Customer Care Team will be the foundation to creating this partnership and exemplifying Revol One as a company that: completes work end to end quickly, does what we say we’ll do, creates a positive and friendly experience for all our customers, and resolves any problems that occur along the way.

MAJOR DUTIES AND RESPONSIBILITES

  • Receive and process mail and other general office functions.
  • Apply and reconcile funds, call carriers to check status on inbound transfers.
  • Answer calls, emails, and chats from Agents and clients, responding to inquiries and requests accordingly.
  • Holistic ownership of a superb agent experience using soft skills and a positive attitude.
  • Become an expert in our best-in-class technology platforms to provide an unprecedented experience to our customers, showcasing our capabilities.
  • Participate in design, testing, and evolution of our technology.
  • Process transactions in a timely manner, ensuring operational excellence.
  • Use sound judgement in decision-making, resulting in positive customer experience while mitigating risk to Revol One and our clients.
  • Exercise compliance-centric awareness to safely do right by our customers
  • Adhere to productivity and efficiency metrics and goals.
  • Any other duties assigned.
  • Must be willing to have fun.

QUALIFICATIONS FOR ROLE

  • Bachelor’s degree or High School equivalent plus experience
  • Experience in annuity operations.
  • Strong orientation to teamwork and partnering, internally and externally.
  • Ability to execute multiple tasks/workstreams simultaneously, work under pressure, remain focused in a fast-paced start-up environment.
  • Ability to grasp complex concepts and apply them.
  • Experience with delivering high-quality outputs and customer experiences.

KEY COMPETENCIES

  • Ability to thrive in an environment of autonomy, ambiguity, and minimal bureaucracy or “red tape.”
  • Sound judgment, financial acumen, high attention to detail
  • Innovative thinking, strong people skills, relationship building.
  • Excellent communication & presentation skills
  • High energy individual that takes initiative - has ability to work independently and handle ambiguity.

BENEFITS

  • Medical, Dental and Vision coverage.
  • Flexible Spending Account.
  • Health Spending Account.
  • Competitive PTO policy.
  • 401(k) with company matching contributions.
  • Hybrid work environment.
  • Physically located off I-35/80.


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