Customer Support Associate

19 hours ago


Edmond, Oklahoma, United States Easy Recruiter Full time
About the Role

We are seeking a highly skilled Customer Support Associate to join our team at Easy Recruiter. As a key member of our customer service team, you will be responsible for providing exceptional support to annuity customers via telephone.

Responsibilities
  • Provide service to annuity customers by responding to requests regarding insurance and financial service products and benefit plans.
  • Research and respond to requests and discuss options regarding various aspects of the policy, including status of claims, policy provisions, values, basic procedures, etc.
  • Process transactions and fund transfers and refer requests for other policy modifications to appropriate areas for processing.
  • Efficiently access multiple electronic systems to provide complete response.
  • Work at all times to enhance and strengthen the relationship between the customer and our clients.
  • Support special campaigns as needed, or if solicited by the customer.
Requirements
  • FINRA Series 6 certification preferred; must obtain as job requirement through blended self-study and on-the-job training.
  • Demonstrated ability to learn quickly and willingness to obtain functional knowledge and understanding of company products as well as administrative, claims, underwriting, and marketing organizations.
  • Excellent oral and written communication skills.
  • Superior telephone etiquette.
  • Excellent listening skills and ability to articulate ideas.
  • Ability to understand and respond clearly to customers in a dynamic, fast-paced environment while promoting a quality image of our clients.
  • Demonstrated ability to work in a team environment to improve the delivery of service to internal and external customers.
  • Strong organizational skills.
  • Demonstrated ability to manage stress.
  • Strong computer skills.
  • Ability to think outside the box to generate innovative process improvements.
  • Strong math and analytical skills.
  • High School Diploma required.
Work Environment

This is a remote work opportunity within the United States of America.



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