Customer Support Account Rep

Location
South Jordan, UT

Job Type
Contract Full-Time

Pay Rate
$19.17

Customer Support Account Rep

Duration: 6 Months

Pay Rate: $19.17

Work Location: 680 West 10000 South, South Jordan, Utah 84095

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Top 3 Skills:

  • Ability to diagnose issues/Creative Problem Solving/Critical Thinking skills
  • Experience in the service industry in call handling/how to handle difficult interactions/excellent communication skills
  • Computer Skills including experience with the Microsoft Suite

Team Profile:

The Insurance Team within our client’s service network provides Annuity and Insurance Operations support to financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, continuing education, insurance carrier appointments, order entry system support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

Primary Responsibilities:

Establish and maintain effective relationships in order to deliver world class service to our clients. Handle incoming phone calls from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services. Utilize various internal and external resources and tools to provide accurate information and resolve issues. Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. Meet team and department service goals as established by MSSN management.

Skills required:

  • Attention to detail
  • Ability to multi-task and manage time effectively
  • Ability to establish and maintain positive client relationships
  • Ability to diagnose and solve problems creatively
  • Ability to recognize and diffuse potential issues and/or difficult interactions
  • Excellent communication (written and oral) and listening skills
  • Desire and ability to learn quickly and apply knowledge to various situations
  • Minimum 6 months call center or phone interaction experience
  • Bachelor’s degree or minimum 2 years financial industry experience

Skills desired:

  • Insurance industry or licensure preferred, but not required
  • Bachelor degree preferred

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