Annuity Customer Care Representative

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 Representative will assist with agent onboarding, commissions, new business, suitability, post issue and claims at Revol One Insurance Company (“Revol One”). As a Customer Care Representative, 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 Agents 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

  • 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 technology 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.

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 manage/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.


#hc111021

  • Annuity Customer Care Representative

    3 months ago

    Urbandale, United States Revol One Financial Full time

    Job DescriptionJob DescriptionMission 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 INTRODUCTIONAt Revol One Financial we offer a unique and exciting opportunity to be on...

  • Annuity Customer Care Associate

    2 months ago

    Urbandale, United States Revol One Financial Full time

    Job DescriptionJob DescriptionMission 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 INTRODUCTIONAt Revol One Financial we offer a unique and exciting opportunity to be on...

  • Annuity Customer Care Associate

    3 months ago

    Urbandale, United States Revol One Financial Full time

    Job DescriptionJob DescriptionMission 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 INTRODUCTIONAt Revol One Financial we offer a unique and exciting opportunity to be on...

  • Annuity Client Support Specialist

    4 days ago

    Urbandale, Iowa, United States Revol One Financial Full time

    Job OverviewMission Statement: We are a refreshingly straightforward organization dedicated to enhancing lives through innovative financial solutions that provide value and peace of mind.POSITION TITLE: Annuity Customer Care RepresentativeSUPERVISOR: Director of OperationsCOMPANY INTRODUCTIONAt Revol One Financial, we present a unique and thrilling...

  • Annuity Client Support Specialist

    1 week ago

    Urbandale, Iowa, United States Revol One Financial Full time

    Job OverviewMission Statement: We are a refreshingly straightforward organization dedicated to enhancing lives through innovative financial solutions that provide value and peace of mind.POSITION TITLE: Annuity Customer Care AssociateSUPERVISOR: Director of OperationsCOMPANY INTRODUCTIONAt Revol One Financial, we present a unique and thrilling opportunity to...

  • Annuity Client Support Specialist

    4 days ago

    Urbandale, Iowa, United States Revol One Financial Full time

    Job OverviewMission Statement: We are a refreshingly straightforward organization dedicated to enhancing lives through innovative financial solutions that provide value and peace of mind.POSITION TITLE: Annuity Customer Care AssociateSUPERVISOR: Director of OperationsCOMPANY INTRODUCTIONAt Revol One Financial, we present a unique and exciting opportunity to...

  • Customer Care Representative

    2 months ago

    Urbandale, United States Hy-Vee Supermarket Full time

    Responds to customers, stores and vendors, assisting with all inquiries and vendor solicitations, routing them to the proper parties. Resolve customer queries via phone, email, mail, or social media. Core Competencies. Partnerships. Growth mindset. R Customer Care, Representative, Social Media, Customer, Retail, Grocery

  • Customer Care Representative

    1 month ago

    Urbandale, United States Hy-Vee Full time

    At Hy-Vee our people are our strength. We promise "a helpful smile in every aisle" and those smiles can only come from a workforce that is fully engaged and committed to supporting our customers and each other. Job Description: Job Title: Customer Care Representative Department: Customer Care FLSA: Non-Exempt General Function Responds to customers, stores...

  • Annuity Business Development Consultant

    1 week ago

    Urbandale, United States Integrity Marketing Group Full time

    Job Title - Annuity Business Development Consultant Business Unit - Brokers International Location - Urbandale, IA About Brokers International As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and...

  • Annuity Business Development Consultant

    3 weeks ago

    Urbandale, United States Brokers International Full time

    Job Title – Annuity Business Development ConsultantBusiness Unit – Brokers InternationalLocation – Urbandale, IAAbout Brokers InternationalAs The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and...

  • Customer Service Representative

    3 months ago

    Urbandale, United States CO-OP Financial Services Full time

    **Customer Service Representative** Urbandale, Iowa Category Client Support Job Id JR414 JOB DESCRIPTION **THE PERKS** * Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. * Great Work/Life Benefits Paid Time Off (PTO), Maternity,...

  • Customer Service Representative

    1 week ago

    Urbandale, United States TEKsystems Careers Full time

    TEKsystems is hiring for 5 customer service representatives to join our clients team onsite near Urbandale. *Description:* * Handling inbound calls from providers checking eligibility and/or claim status for members. * Call center environment taking inbound and outbound calls * Respond to both standard and more difficult customer inquiries regarding...

  • Customer Service Representative

    3 months ago

    Urbandale, United States Homemakers Furniture Full time

    ** Homemakers Furniture** ** Customer Service Representative** Urbandale, IA 50322 **PAY: $20 per hour** **Full Time: Must be available to work evenings, 1 weekend day, and have split days off in the beginning, eventually having 2 consecutive days off.** When you join the Homemakers team, you will be part of an established company with a 40-year tradition...

  • Customer Service Representative

    3 weeks ago

    Urbandale, United States Collabera Full time

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and...

  • Customer Service Representative

    2 months ago

    Urbandale, Iowa, United States Mercer Full time

    At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees — whether we are designing affordable health plans, assuring income for retirement, or aligning workers with workforce...

  • Customer Service Representative 5am1pm

    3 weeks ago

    Urbandale, United States Planet Fitness Full time

    Job Summary The Customer Service 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 Responsibilities Greets members, prospective members, and guests, providing exceptional customer service. Handles...

  • Customer Care Agent

    1 week ago

    Urbandale, Iowa, United States CO-OP Financial Services Full time

    Customer Service RepresentativeCategory: Client SupportJOB OVERVIEWJoin a dynamic and collaborative team dedicated to enhancing the intersection of technology and customer-focused financial services.BENEFITSComprehensive Work/Life Balance: Enjoy Paid Time Off (PTO), Maternity, Parental, Family Care, and Adoption Leave Programs, along with Community Volunteer...

  • Customer Care Associate

    1 week ago

    Urbandale, Iowa, United States CO-OP Financial Services Full time

    Customer Service RepresentativeCategory: Client SupportJOB OVERVIEWJoin a dynamic and collaborative work environment at CO-OP Financial Services, where we prioritize the fusion of technology and human-centered financial solutions.BENEFITSEnjoy a range of excellent work/life benefits, including:Paid Time Off (PTO), Maternity, Parental, Family Care, and...

  • Customer Service Representative

    4 weeks ago

    Urbandale, United States TEKsystems Full time

    *Description:* * Tkae inbound calls from providers checking eligibility and/or claim status for members * Place outbound follow-up calls as needed * Respond to customers via phone and email * Research customer inquiries and follow-up quickly * Troubleshoot basic website errors or questions * Assist customers with payments or payment related questions...

  • Customer Care Specialist I

    1 week ago

    Urbandale, Iowa, United States Three Point Solutions Full time

    Job OverviewPosition Title: Customer Care Specialist IRole Summary:The Customer Care Specialist I serves as the primary point of contact for channel partners, customers, and internal personnel, addressing product-related inquiries and moderately complex policy issues to enhance customer satisfaction and loyalty.Key Responsibilities:Responds to inquiries from...