Contact Center Representative (2K Sign on bonus)
On-siteWest Des Moines, Iowa, United States
Job Summary
Answer 45-55 inbound calls daily, ranging from simple requests to sophisticated inquiries about products, claims, and tax regulations. Educate customers on policy changes and explain terms, conditions, and beneficiary information while documenting responses to complex questions. Process transactions including address changes, beneficiary updates, partial withdrawals, and ownership transfers through various communication channels. Formulate correspondence with clients and act as a solution seeker to resolve issues. Requires 1+ years of customer service experience, ability to multi-task across administrative systems, and proficiency in explaining tax calculations and annuity regulations.
Required Qualifications
- 1+ years of customer service experience
- Ability to multi-task and navigate multiple administrative systems
- Effective verbal and written communications
- Ability to learn and retain a large amount of detailed information within a short period of time
- Ability to optimally handle heavy call volumes
- Meet attendance and punctuality standards
- Ability to understand and explain simple to sophisticated tax calculations and regulations related to annuity products, contracts, and disbursements
Desired Qualifications
- Knowledge of annuities
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