Customer Service Representative
24 hours ago
Beacon Hill Staffing Group is seeking a detail-oriented and proactive Customer Service Representative to join their team. The successful candidate will be responsible for a variety of tasks related to the management and processing of financial applications, ensuring efficient and accurate completion of all duties.
Key Responsibilities- Conduct outbound follow-up calls to verify the status of pending funds from other financial institutions.
- Review applications, perform basic data entry, conduct licensing checks, set up initial contracts, and contact financial advisors regarding missing or unclear information on annuity applications.
- Answer inbound phone calls related to basic status inquiries from financial advisors and our internal sales team via our agent support line.
- Maintain and manage all pending/follow-up cases on incoming business and communicate status updates to financial advisors.
- Work independently to effectively prioritize work items to meet service standards and client needs.
- Identify, recommend, and implement changes to procedures and checklists to improve effectiveness, efficiency, and quality.
- Ability to learn all plan and contract details and provide exceptional service.
- Excellent verbal and written communication skills.
- Strong attention to detail and organizational skills.
- Ability to work under pressure, set priorities, and meet deadlines.
- Strong data entry skills.
- Ability to work independently as well as in a team-oriented environment.
- Ability to work overtime as needed.
Beacon Hill Staffing Group is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply. We are a leading provider of staffing solutions, delivering coordinated services with unparalleled service, a commitment to project completion and success, and a passion for innovation, creativity, and continuous improvement.
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