Annuity Customer Care Specialist
1 month ago
Revol One Financial is seeking a highly skilled Annuity Customer Care Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional support to our agents and clients, ensuring a seamless experience from start to finish.
Key Responsibilities:
- Provide timely and effective support to agents and clients through various communication channels.
- Collaborate with cross-functional teams to ensure end-to-end completion of processes and exceptional customer experience.
- Build and maintain strong relationships with agents and clients to differentiate Revol One as a preferred partner.
- Stay up-to-date with industry trends and best practices to provide expert-level support and guidance.
- Participate in design, testing, and evolution of our technology platforms to enhance customer experience.
- Exercise sound judgment in decision-making to ensure positive customer experience while mitigating risk to Revol One and our clients.
- Meet productivity and efficiency metrics and goals.
Requirements:
- 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, and 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.
Benefits:
- Medical, Dental, and Vision coverage.
- Flexible Spending Account.
- Health Spending Account.
- Competitive PTO policy.
- 401(k) with company matching contributions.
- Hybrid work environment.
About Revol One Financial:
We are a refreshingly straight-forward company enriching all lives with modern financial solutions that create value and peace of mind.
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