Client Service Advocate

Job Purpose

Provides world-class customer service and support to business partners, customers, internal associates and other financial firms by responding to questions regarding product features, benefits and administrative requirements. Responsible for documentation, performing account maintenance changes and resolving basic issues.

Essential Responsibilities

• Answers incoming telephone calls from our business partners, customers and internal associates regarding new or existing Jackson accounts on one or more lines of business.
• Responds to questions regarding product features, benefits, account status and transfers of assets from other financial firms.
• Effectively communicates administrative "good order" requirements, processes and procedures.
• Documents interactions with customer contacts received and initiated.
• Utilizes multiple technology-based applications simultaneously.
• Identifies and resolves basic customer service issues; escalates issues for resolution as necessary.
• Drafts and distributes requests to associates or areas using work tracking or email systems.
• Follows up with internal and external customers.
• Demonstrates strong customer service.

Other Duties

Knowledge, Skills and Abilities

Qualifications

Hourly pay rate of $22.10

Promotional consideration (twice annually)

Annual bonus and merit programs

Annual paid time off and 10 paid holidays

401k match program (up to 6%)

Profit sharing opportunities (up to 6%)

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.