100% Work from Home_ Customer service representative*****
Job Description
TITLE: Customer Service - Account Representative
LOCATION: Scottsdale AZ 85255
DURATION: 12 months (possible extension)
WORKING HOURS: 08 hrs. per day || 40 hrs. in a week
PAY RATE: $15-17/hr.
TENTATIVE START DATE: Aug 17, 2021
IMP HM NOTE:
NOTES:
· Individual situations will be considered outside of this policy if absence is of a very short duration.
· Please inquire with company hiring manager if such a situation arises with a potential candidate.
JOB DESCRIPTION:
· Builds and maintains business relationships with producers, their support staff, third party administrators, benefit consultants, regional life consultants, and additional internal support areas within Client.
REPORTING RELATIONSHIPS: Reports to the Operations Manager.
CORE JOB DUTIES & RESPONSIBILITIES:
· Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Receives and responds to inquiries, administration requests, and issue resolution matters.
· As the primary point of administration contact for customers, must communicate and coordinate with other teams or areas within NBSG and NFS, such as Actuarial, New Business, Retention, Sales, Systems, etc.
· Prepares and quality reviews month-end, quarter-end, and individual annual statements, as well as transactional confirmations, for policy holders and producer firms.
· Coordinates, reviews, approves, and processes all post issue financial and non-financial requests.
· Transactions can be very large in dollar amounts, number of policies and complexities.
· These transactions include, but are not limited to, large premium payments, fund transfer/reallocations, loans, withdrawals, surrenders, claims, owner/beneficiary changes, billing changes, address changes, increases, decreases and changes of insured s.
· Reviews licensing, coordinates, and processes producer account change requests.
· Completes technical quality reviews/audits for new business processing and other administration transactions. Reviews include the calculation and/or validation of product features, such as enhancements, various policy charges, and riders.
· Responsible for rotational post-issue tasks such as daily cash balancing of premium received in the department, notifying fund houses of large trades, analyzing trading patterns, reviewing wire system, etc.
· Provides input in developing and maintaining procedures. May also assist in creating and enhancing procedures. Maintains a strong working knowledge of materials, rules, regulations, procedures, and practices pertaining to Variable and Universal Life Insurance used to informally fund Executive Benefit Plans.
· Performs other duties as assigned.
MINIMUM JOB REQUIREMENTS:
EDUCATION:
LICENSE/CERTIFICATION/DESIGNATION:
· CLU designation is desirable. (If license needed, credit check applies.)
EXPERIENCE:
· Variable and Universal Life Insurance or Executive Benefit plans experience a plus, but not a requirement.
KNOWLEDGE:
SKILLS/COMPETENCIES:
Company Description
We place top talent through our divisions: Technology, Staffing, Professionals, Talent Digitalization, and Pyramid Academy. Our flexible staffing options include contract, contract-to-hire, direct hire, and SOW/Statement of Work. We deliver top talent to our clients by combining the use of the latest technology with the subject-matter expertise that our seasoned team of recruiters brings to the process. With the integration of smart sourcing tools, machine learning, and AI/Artificial Intelligence into our screening process across the organization; we evaluate a large volume of candidates to find the most suitable talent.