Annuity Customer Care Specialist

1 month ago


Urbandale, Iowa, United States Revol One Financial Full time
Job Overview

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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