Customer Contact Center Representative 9.29.26 TEM
$36,000–$36,000 year
HybridHartford, Connecticut, United States
Hartford, Connecticut, United StatesHybridFull Time$36,000–$36,000 yearLarge
Full TimeLarge
Job Summary
Handle inbound calls to educate customers on retirement plans and respond to inquiries regarding 401(k), 403(b), 457, and 401(a) products. Build relationships and deliver financial advice by explaining product features and annuity concepts to clients, agents, and beneficiaries. Navigate multiple systems simultaneously to assist with plan design inquiries, balance transfers, and loan requests while striving for first-call resolution. Work Monday through Friday between 7:30am and 10:00pm Eastern Standard Time in a remote or hybrid environment.
Required Qualifications
- The individual must be available to work between 7:30am to 10:00pm Eastern Standard Time hours
- College Degree
- 1+ year of customer service experience
- HS Diploma or GED
- 3+ years customer service experience (in lieu of college degree)
Desired Qualifications
- Experience in the Financial Service industry
- Proficiency with basic computer functions including mouse and keyboard usage, launching applications and navigating multiple systems
- Strong learning agility; flexible and adaptable to learning new things and then apply that learning to perform successfully in the role in a fast paced, metric driven environment
- Bi-Lingual
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
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