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Senior Assistant Customer Support (Remote)

fully flexible
Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree in Finance or related field preferred, FINRA Series 6 (or must acquire).

Key responsabilities:

  • Deliver service to annuity customers responding to inquiries and supporting policy needs
  • Research, process transactions, and efficiently use electronic systems
  • Support promotional campaigns if requested
  • Enhance customer relationships professionally
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Easy Recruiter Solutions Human Resources, Staffing & Recruiting SME https://easyrecruiter.online/
51 - 200 Employees
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Job description

Principal Responsibilities:

  • Provide service to annuity customers who possess a policy by responding to requests via telephone regarding insurance and other financial service products and benefit plans.
  • Research and respond to requests and discuss options regarding various aspects of the policy; for example, status of claims, policy provisions, values, basic procedures, etc.
  • Process transactions and fund transfers and refer requests for other policy modifications to appropriate areas for processing.
  • Efficiently access multiple electronic systems to provide complete response.
  • Work at all times to enhance and strengthen the relationship between the customer and our clients.
  • Support special campaigns as needed, or if solicited by the customer.
  • DXC associates are expected to perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and quality service skills.


Required Competencies:

  • *** FINRA Series 6 preferred, but must obtain as job requirement blended self-study and on the job training provided ***
  • Demonstrated ability to learn quickly and willingness to obtain functional knowledge and understanding of company products as well as administrative, claims, underwriting and marketing organizations.
  • Excellent oral & written communication skills.
  • Superior telephone etiquette.
  • Excellent listening skills and ability to articulate ideas.
  • Ability to understand and respond clearly to customers in a dynamic, fast-paced environment while promoting a quality image of our clients
  • Demonstrated ability to work in a team environment to improve the delivery of service to internal and external customers.
  • Strong organizational skills.
  • Demonstrated ability to manage stress.
  • Strong computer skills.
  • Ability to 'think out of the box' to generate innovative process improvements.
  • Strong math and analytical skills.
  • HS Diploma required

Work Environment

  • Remote work within the United States of America.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Other Skills

  • Non-Verbal Communication
  • Organizational Skills
  • Computer Literacy
  • Stress Management
  • Analytical Skills
  • Listening Skills
  • Teamwork

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