Job description

Overview

The Customer Care Representative is responsible for handling inbound phone inquiries primarily relating to Variable Annuity and Variable Life Insurance products. It represents the organization in a personable and professional manner when assisting client’s customers with their service inquiries.

This position requires candidates to have actibe FINRA Series 6 .

Candidates are eligible for fixed and variable bonus components as part of the compensation package being offered.

Responsibilities

· Handle inbound service inquiries relating to Variable Annuity and Variable Life insurance products, varying from general questions, such as providing policy information, values, how to process transactions for withdrawals, loans, fund transfers, etc. to complex service requests. A typical day would be to respond to approximately 30+ inbound calls per day.

· Collaborate with other operation departments to complete customer requests as needed to provide a first call resolution and positive customer experience.

· Consistently meet and exceed goals relating to quality, productivity, and net promoter score metrics.

· Work in a fast pace, structured environment.

Qualifications

· Two years’ experience in high call volume, complex inbound call center with a focus on financial services.

· Superb written and verbal communication skills with ability to respond professionally under pressure.

· Advance computer skills demonstrated strength with navigating multiple systems. Advanced experience in Microsoft tools.

· Sound judgment and excellent problem-solving skills.

· FINRA Series 6 . Any other Series Licenses will not be sponsored, including dual registration with other Broker/Dealers and conflicting outside business activities, such as sales of any Life Insurance or Securities products.

Preferred Qualifications

• Associates degree preferred
• General understanding of life and health insurance, annuity and investment products.

· Prior experience in CRM software, such as Salesforce or Zendesk

· Ability to speak a second language

Behavioral Competencies

· Ability to maintain confidentiality of customer and company information.

· Ability to work independently, be solutions focused and be accountable for work.

· Ability to work in a team environment to develop integrity, trust and respect of coworkers at all level

· Exceptional, professional and adaptive verbal and written communication skills

· Dependable, punctual and reliable attendance

Job Type: Full-time

Pay: $54,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Saint Petersburg, FL: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Please share direct email address. This will be a work from office role.

License/Certification:

• FINRA License (Required)

Work Location: One location

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