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Client Services Specialist, Solutions

2 months ago

Des Moines, Iowa, United States ATHENE Full time

Bienvenido a Athene. En Athene, estamos motivados para hacer más. Somos una empresa líder en servicios de jubilación que emite, reasegura y adquiere productos de ahorro para la jubilación diseñados para el creciente número de individuos e instituciones que buscan financiar sus necesidades de jubilación. Cada día lo vemos como una nueva oportunidad para medirnos contra los mejores, y luego no nos detenemos hasta haber establecido el estándar aún más alto. Estamos listos para ayudarte a lograr más.

Objetivo:

Gestionar con precisión las consultas entrantes y salientes (es decir, correo electrónico, fax, llamadas telefónicas, etc.), que incluyen, entre otros, la contratación de productores y los pagos de comisiones/bonificaciones. El desafío de esta posición es resolver la consulta del cliente de manera oportuna y precisa, mejorando su experiencia de servicio.

Responsabilidades:

  • Recibir y procesar llamadas y correos electrónicos entrantes de productores y socios internos, proporcionando información precisa sobre los procesos de licencias y contratación, así como los requisitos pendientes.
  • Educar a los agentes sobre el proceso de pago de comisiones, incluyendo cálculos de comisiones, horarios e información de estados de cuenta, así como montos y opciones de pago.
  • Completar transacciones ACH y de transferencia para pagos de comisiones, cambios en métodos de pago, auditoría de comisiones y envío de estados de cuenta de comisiones a los productores.
  • Formular comunicaciones con los clientes a través de diversos canales (llamadas, correos electrónicos, etc.) y documentar adecuadamente la correspondencia en los sistemas.


Calificaciones y Experiencia:

  • Se requiere diploma de secundaria o equivalente.
  • Se prefiere título universitario.
  • Capacidad intermedia a avanzada para navegar por sistemas informáticos (bases de datos internas) con asistencia mínima requerida.
  • Mínimo de dos años de experiencia en servicio al cliente en las áreas de Licencias y Contratación o Compensación dentro de la Industria de Seguros de Vida o Anualidades, preferido.
  • Conocimiento práctico de productos y procesos de seguros, particularmente en torno a Licencias, Contratación o Comisiones, preferido.
  • Comprensión demostrada y experiencia laboral con regulaciones relacionadas con contratos de seguros, preferido.
  • Capacidad demostrada y probada para entender preguntas complejas, interpretar solicitudes y hacer preguntas incisivas para el análisis de causas raíz.
  • Capacidad demostrada para utilizar métodos verbales o escritos de manera efectiva, explicando conceptos y procesos intermedios a complejos a una base de clientes diversa.
  • Capacidad demostrada para priorizar múltiples responsabilidades y trabajar en un entorno de servicio al cliente intensivo en tiempo.

Impulso. Disciplina. Confianza. Enfoque. Compromiso. Conoce más sobre trabajar en Athene.

Athene es un Empleador Amigo de los Militares. Conoce más sobre cómo apoyamos a nuestros Veteranos.

Athene celebra la diversidad, está comprometida con la inclusión y se enorgullece de ser un Empleador de Igualdad de Oportunidades. No discriminamos por motivos de raza, color, religión, sexo, origen nacional, edad, discapacidad, estado civil, orientación sexual, estatus de veterano o cualquier otro estatus protegido por la ley federal, estatal o local.