RESPONSIBILITIES
1.Uses a myriad of systems and tools to promptly respond to inquiries received via inbound phone lines. Provides information to callers about various features of specific plans / policies. Explains complex product features and annuity/retirement plan concepts to plan participants, agents, and sponsors.
2.Completes and verifies transactions requested by callers and either processes requests or forwards to appropriate parties.
3.Captures caller information on customer management system.
4.Participates in new product and services implementation. Contributes to process improvement through suggesting streamlining measures, processing changes, and new technologies.
5.Complies with all division policies and regulatory requirements. Execution of duties will necessitate a firm understanding of a variety of company policies, industry initiatives, and legal guidelines.
6.Other duties as assigned.
This job will initially be performed in the Lewiston office. However, the job is scheduled to be transitioned into a work at home position
High School diploma or equivalent. BA degree preferred.
1+ years customer service experience
Excellent oral and written communication skills