- Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.
- Locate/research information using multiple systems/technologies.
- Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
- Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
- Learn and maintain a basic understanding of products, procedures, and systems
- Achieve department metrics and expectations
- Participate in a team based environment to achieve department goals
Qualifications
- Associate’s degree in a business field or equivalent experience
- One year of call center or customer service experience, or financial services industry experience
- Ability to communicate with customers in a professional manner, orally and in writing
- Ability to work independently and as part of a team
- Proficiency using MS Office tools
Preferred Qualifications
- Understanding of retirement, life, and annuity investment products.
Lusso Gear Spill-Proof Car Trash Can (2 Pack) - 2.5 Gallon Hanging Garbage Bin - Removable Liner, Storage Pockets, Keeps Automobile, Truck, Minivan & SUV Clean & Odor Free
$23.95 (as of October 12, 2024 14:46 GMT -05:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)