Job Details

Customer Service Representative

Job Category: Private Wealth Management

Full-Time

Location: Little Rock, AR 72201, USA

Description

Essential Duties and Responsibilities

• Respond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance.
• Assist, review, submit and follow up on:
• Title Changes: Ownership, POA, Beneficiary changes & Third party authorization
• Agent of Record Changes, Licensing, Product, Carrier Requirements
• Claims on Life, Annuity, LTC & LTC
• Perform policy reviews
• Assist with ACATs, Withdrawals & Surrenders
• Run and request in force illustrations
• EFT/modal changes
• Reinstatements
• Conversions
• Assist in completing forms
• Respond to customer requests in timely manner, provide information and resolve problems
• Perform other tasks as assigned by management

Education and Experience

• College degree or equivalent workforce experience
• Previous one year life and/or annuity insurance experience is preferred
• Knowledge of life and annuity insurance products and industry is preferred

Knowledge, Skills and Abilities

• Excellent verbal, written and organizational skills
• Attention to detail with emphasis on accuracy and quality
• Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
• Establish and maintain effective working relationships at all levels of the organization
• Ability to maintain confidentiality
• Demonstrated reliability in attendance and work performance

Qualifications

• Must be proficient with Microsoft Office Suite
• Ability and willingness to learn systems and industry

Certificates, Licenses, Registrations

• Existing insurance license or willingness to obtain insurance license within 6 months of employment

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.