Customer Service Representative

4 weeks ago


West Des Moines, Iowa, United States EquiTrust Full time

The Inforce Customer Support Agent plays a vital role in delivering exceptional customer service at EquiTrust. This position requires a collaborative and independent individual who can effectively communicate with team members and clients to resolve inquiries and requests related to annuity policies and financial transactions. The ideal candidate will possess excellent communication skills, be able to manage multiple tasks concurrently, and be adaptable to changing circumstances.

Key Responsibilities:
  • Respond to customer inquiries, agents, and policyholders by clarifying information, researching, and providing follow-up responses.
  • Manage a high volume of inbound calls in a timely manner.
  • Accurately update and maintain records of all conversations and transactions in the call center database.
  • Meet job-specific performance standards and metrics.
  • Facilitate financial transactions and requests, including withdrawals, surrenders, and transfers, and communicate with clients, agents, or transfer companies as required.
  • Maintain a basic knowledge of EquiTrust products.
  • Support the Policy Administration team and other departments as needed.
  • Take on additional responsibilities to achieve department and company objectives.
  • Contribute to a positive and inclusive work environment by working collaboratively and fostering a positive work environment.
Requirements:
  • 1 year of contact center experience preferred.
  • High School Diploma or Equivalent required.
Working Conditions:
  • Travel not required.


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