Processing Customer Service Representative (New Business), located in Denver, CO
Responsibilities
Job Requisition #13403.
This position will be in the New Business Processing department and the start date is May, 14, 2012.
Support sales of fixed and variable annuity and life insurance products by delivering exceptional customer service at all times in alignment with the strategic goal to be a market leader in customer service delivery. Will be responsible for performing one or more of the following depending upon which specific department you are in.
- Process a variety of tasks associated with annuity and/or annuity applications.
- Process incoming, outgoing, and return mail and document scanning for automated workflow and image storage.
- Process complex changes to existing policies and research duplicate statement problems.
- Process incoming internal and external telephone requests for information and service.
- Process changes to existing policies as well as processing duplicate statements.
- Process, research and resolve complex problems related to the various applications, 1035 exchanges and qualified transfers.
- Process, research and resolve problems related to distributions, systematic payouts; and process complex death claims.
- Respond to policyholder and agent inquiries, process complex service requests, and research problems.
- Process/review commissions; and research and resolve commission, licensing, appointment, and termination problems.
- Assess quality of calls and processed transactions and provide constructive feedback.
- Compliance with both IMSA Code of Ethics and SEC regulations that require variable financial transactions be processed the same day received.
Qualifications
2-4 years customer service and/or office experience, preferably in insurance or a related field. Advanced education preferred. In-depth understanding of fixed/variable annuity and life insurance concepts, as well as variable processing knowledge. Able to use Microsoft Word and Excel. Flexibility with schedule to meet changing business demands daily including working overtime as required to meet customer service and departmental expectations.
Normal office environment. Fast-paced environment. May be required to lift up to 50 lbs. May be required to work in standing and/or sitting positions.
Outgoing personality with the ability to communicate effectively to a variety of audiences. Excellent organizational skills and flexibility to adjust to changes in schedule, while meeting time-sensitive service level standards and deadlines. Excellent verbal and written communication, teamwork, and problem resolution skills. Able to multitask and adapt to changes quickly. Previous customer service experience including working with customers over the phone.
