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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 Job Duties & 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 (e.g. new business or enforce aspects on one or more trained product lines).

• 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

• Must meet departmental production and quality standards related to product and job levels (i.e., average daily call volume, average call handle time, target quality scores, adherence to documentation/standards, etc.).

• Other duties as assigned.

Knowledge, Skills & Abilities

• Ability to learn and understand features and administrative requirements for assigned product lines.

• Ability to acquire understanding of Jackson’s multiple product lines, distribution channels and organizational structure.

• Good verbal and written communication skills to interact professionally with business partners, customers, coworkers and management.

• Ability to actively listen, interpret customer requests and respond with the appropriate information.

• Ability to navigate and utilize multiple software and mainframe computer applications simultaneously to resolve customer service issues.

• Ability to work independently as well as in a team environment.

• Ability to effectively manage the demands of a high volume, image based, and phone monitored work environment.

Education and Experience

• High School diploma or equivalent required; some college or degree preferred.

• 1+ years of customer service experience.

Certifications, Licenses, Registrations

• FINRA Series 6 license required for associates servicing variable annuity and/or variable life lines of business, within 90 days of hire.

• FINRA Series 6 license strongly preferred for all other lines of business within 6 months of hire.

Job Level that this position reports to (i.e., Supervisor, Manager, Director, etc.):

Manager

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*LI-AH1

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.

Jackson is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of *award-winning service, and streamlined experiences strive to reduce the confusion that complicates retirement plans.

We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future.

Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more at jackson.com/careers.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).

*SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2022. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for 3 consecutive months or more.)