stephens defaultLittle Rock, AR
Customer Service Representative
Customer Service Representative
Customer Service Representative
stephens defaultLittle Rock, AR
4 days ago
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesTelemarketing Bureaus and Other Contact Centers
Apply for this role (opens in a new tab)Customer Service Representative
Job Category: Private Wealth Management
Full-Time
Location: Little Rock, AR 72201, USADescriptionEssential 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 & LTCPerform policy reviews Assist with ACATs, Withdrawals & Surrenders Run and request in force illustrationsEFT/modal changes ReinstatementsConversionsAssist 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 preferredKnowledge of life and annuity insurance products and industry is preferredKnowledge, 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.
Also on the board Same function, level within a rung
Level
Junior
Location
Little Rock, AR
Occupation
Customer Service Representatives
Industry
Insurance Agencies and Brokerages
Posted
4 days ago