Providing information on annuities and investments
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 who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
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 to customers and agents
providing information on annuities and investments
maintaining detailed electronic records
meeting department standards
Nice-to-have
customer focused and adaptable
positive attitude and receptive to change
ongoing coaching and feedback
dignity, respect, understanding and appreciation
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