Work From Home/Hybrid Model_ Customer Service - Scottsdale, AZ****
Job Description
JOB DETAILS:
TITLE: Customer Service - Account Representative_ Job ID- NW00JP00020351
LOCATION: 18700 North Hayden Road, Scottsdale AZ 85255
DURATION: 12 months (possible extension)
WORKING HOURS: 08 hrs. per day || 40 hrs. in a week
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:
MUST DEMONSTRATE: Strong customer service, exceptional written and oral communication, problem-solving, negotiation, and decision-making competencies, team player, excellent organizational abilities, high attention to detail, ability to prioritize own work within guidelines, and strong analytical skills
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.