As an Annuity Customer Care Representative, you will have the chance to mold & shape a critical area of operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Building relationships with our agents/producers will be crucial to differentiate our client as a preferred partner. The Customer Care team will be the foundation to creating this partnership and exemplifying them as a company that: completes work end to end quickly, does what we say we’ll do, creates a positive and friendly experience for all our customers, and resolves any problems that occur along the way.

Major duties and responsibilities

• Answer calls, emails, and chats from Agents and clients, responding to inquiries and requests accordingly.
• Coordinate agent onboarding, commissions, new business, suitability, post issue and internal claims.
• Responsible for cross functional duties across all service areas, enabling end-to-end completion of processes and creating an exceptional experience for Agents and clients.
• Holistic ownership of a superb agent experiences using soft skills and a positive attitude.
• Become an expert in our best-in-class technology platforms to provide an unprecedented technology experience to our customers, showcasing our capabilities.
• Participate in design, testing, and evolution of our technology.
• Process transactions in a timely manner, ensuring operational excellence.
• Use sound judgement in decision-making, resulting in positive customer experience and mitigating risk to our clients.
• Exercise compliance-centric awareness to safely do right by our customers
• Adhere to productivity and efficiency metrics and goals.
• Any other duties assigned.

Skills, Experience & Qualifications

• Bachelor’s degree or High School equivalent plus experience
• Experience in annuity operations.
• Strong orientation to teamwork and partnering, internally and externally.
• Ability to manage/execute multiple tasks/workstreams simultaneously, work under pressure, remain focused in a fast-paced start-up environment.
• Ability to grasp complex concepts and apply them.
• Experience with delivering high-quality outputs and customer experiences.
• Ability to thrive in an environment of autonomy, ambiguity, and minimal bureaucracy or “red tape.”
• Sound judgment, financial acumen, high attention to detail
• Innovative thinking, strong people skills, relationship building.
• Excellent communication & presentation skills
• High energy individual that takes initiative - has ability to work independently and handle ambiguity.