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Annuity & Insurance Operations Service Associate
Annuity & Insurance Operations Service AssociateHired by Matrix, Inc • South Jordan, UT, US
Annuity & Insurance Operations Service Associate

Annuity & Insurance Operations Service Associate

Hired by Matrix, Inc • South Jordan, UT, US
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Annuity & Insurance Operations Service Associate

Position Type : Contract

  • On-site (After onsite training, flexibility 2 days remote and 3 days on-site)

Are you ready to build your career by joining a global financial institution? Our client is hiring an Annuity & Insurance Operations Service Associate.

Responsibilities

  • Establish and maintain effective relationships in order to deliver world class service to clients.
  • Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
  • Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
  • Follow established procedures to route processing requests to the appropriate processing teams and escalate inquiries for further research.
  • Meet team and department service goals established by management.

    • Qualifications

  • Minimum 2 years\' experience with at least 6-12 months experience in a call center or with phone interactions.
  • Excellent listening and written and verbal communication skills.
  • Desire to learn the insurance operations business and invest time and experience to develop expertise.
  • Ability to :
  • Learn quickly and apply knowledge to new situations.
  • Establish and maintain positive client relationships.
  • Diagnose and solve problems creatively.
  • Recognize and diffuse potential issues and / or difficult interactions.
  • Multi-task effectively.

    • Get in Touch

    We want to hear from you! If you think you\'d be a good match, submit your resume and reach out to Sparsh at (862) 895-5696 to learn more.

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    Associate Insurance • South Jordan, UT, US

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