Customer Service - Account Representative (Spanish) / (6 hrs / Day)*
Job Description
JOB DETAILS:
TITLE: Customer Service - Account Representative
LOCATION: Grandview Heights, OH, 43212
DURATION: 08 months (possible extension)
WORKING HOURS: 06 hrs. per day || 30 hrs. in a week
TENTATIVE START DATE: June 08, 2021
WORK FROM HOME TILL COVID 19
SHIFT TIMINGS:
30 HOURS GUARANTEED
Training is 5 weeks, Monday - Friday. 10:00-5:00 weeks 1 & 2. 10:00-6:30 weeks 3 & 4.
The 5th week of training is flexible hours Monday - Friday 8:00-8:00.
After training, the schedule is flexible Monday - Friday 8:00-8:00.
DESCRIPTION:
JOB SUMMARY:
REPORTING RELATIONSHIPS:
CORE JOB DUTIES & RESPONSIBILITIES:
Serves as a company representative and communicates with producers, back-office administration, and internal/external wholesalers.
Acts as the primary NBSG post issue contact and product expert.
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 insureds.
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:
EXPERIENCE:
KNOWLEDGE:
SKILLS/COMPETENCIES:
MUST DEMONSTRATE:
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.