The Customer Service Coordinator is responsible for answering inbound telephone inquiries and responding in a professional manner to customers and agents regarding annuities and investment
Job Summary
The Customer Service Coordinator is responsible for answering inbound telephone inquiries and responding in a professional manner to customers and agents regarding annuities and investment.
This role provides a high level of customer service that meets our service level agreements while educating the customer accurately on our products, procedures and regulations.
Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
Matching Summary
The Customer Service Coordinator is responsible for answering inbound telephone inquiries and responding in a professional manner to customers and agents regarding annuities and investment.
Skills & Requirements
Must-have
answering inbound telephone inquiries
responding professionally to customers
educating on products and procedures
maintaining detailed electronic records
meeting department standards
adhering to financial industry rules
Nice-to-have
customer-centric technology-driven culture
collaboration and communication emphasis
adapting to different customer styles
positive attitude and receptiveness to change
ongoing coaching and feedback
Key Requirements
3 or more years of customer service experience
Customer service experience in Financial Services and/or insurance
Detail oriented with strong organization and prioritization skills
Proven decision-making skills and ability to multi-task
Effective analytical, problem-solving, and mathematical skills