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Group 1001 · 1 day ago

Customer Service Coordinator

Zionsville, IN

Full-time

Onsite

Mid Level

3+ years exp

Group 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering outstanding value and operational performance. The Customer Service Coordinator is responsible for providing high-quality customer service by answering inquiries related to annuities and investments, while ensuring that customer needs are met and documented accurately.

FinanceFinancial ServicesInsurance

Responsibilities

Accurately providing information to all incoming inquiries regarding annuities, investments, tax implications, product information, procedures, and regulations

Efficiently maneuvering through various computer systems and on-line resources in retrieving information while responding to customer inquiries

Partners with our external business partners, when required, to resolve customer inquiries

Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken

Meeting measurable department standards as they relate to call quality and efficiency measures as well as meeting teamwork, ownership, and professional development goals

Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations

Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager

Take ownership of customer issues by following requests through to completion and notifying appropriate personnel if problems exist

Display a positive attitude while adapting and being receptive to change

Take initiative in developing skills by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls

Excel in a culture that involves ongoing coaching and feedback from a variety of sources, to ensure the customer’s needs are satisfied

Ability to work well in a team environment, strong sense of professionalism and reliability

Display actions that align with the Vision, Mission, and Values

Qualification

Customer service experienceCommunication skillsAnalytical skillsProblem-solving skillsOrganizational skillsTeamworkAttention to detailInitiative

Required

Requires excellent written and verbal communication skills

Strong commitment to customer service and quality required

Proven decision-making skills and ability to multi-task required

Effective analytical, problem-solving, and mathematical skills

Candidate must be detail oriented with strong organization and prioritization skills

BA/BS degree preferred, or equivalent experience required

Preferred

3 or more years of customer service experience preferred

Customer service experience in Financial Services and/or insurance preferred

Benefits

Comprehensive health, dental, and vision insurance plan options

Basic and Supplemental Life Insurance

Short and Long-Term Disability

Employee Assistance Program

Wellness programs

401K plan, with matching contributions by the Company

Company

Group 1001

Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all.

Founded in 2013

Zionsville, Indiana, USA

1001-5000 employees