Customer Service Representative

1 week ago


West Des Moines, Iowa, United States EquiTrust Full time
Job Title: Inforce Customer Support Senior Agent

The Inforce Customer Support Senior Agent plays a vital role in providing exceptional customer service to our clients. This individual will work collaboratively with team members and independently to accomplish daily tasks and duties, ensuring that our customers receive timely and accurate responses to their inquiries.

Key Responsibilities:
  • Respond to customer inquiries, agents, and company requests regarding annuity policies and transactions.
  • Manage a large volume of inbound calls in a timely manner, providing clear and concise information to customers.
  • Update and maintain accurate records of all conversations and transactions in the contact center database.
  • Escalate complex issues to management and assist in resolving issues without procedures or precedent.
  • Train new staff on EquiTrust's processes, procedures, and state regulations.
  • Facilitate the initiation of financial transactions and requests, including withdrawals, surrenders, and transfers.
Requirements:
  • 1 year of Life, Annuity, or other financial services contact center experience required.
  • High School Diploma or Equivalent required.
Working Conditions:
  • Travel not required.

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit our website.



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