Enterprise Contact Center Senior Representative (Annuities) jobs in United States
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Securian Financial · 2 weeks ago

Enterprise Contact Center Senior Representative (Annuities)

Securian Financial is a company focused on helping customers build secure tomorrows, and they are seeking a Senior Representative for their Enterprise Contact Center to support the Annuity business line. This role involves providing expert customer service and support for annuity products, utilizing a FINRA Series 6 license to assist customers and financial professionals with inquiries and issues.

Financial ServicesInsuranceLife Insurance

Responsibilities

Deliver compassionate, timely and accurate responses from simple to complex annuity inquiries
Explain and resolve policy or account issues for customers and channel partners
Support both fixed/indexed annuities and variable products
Navigate regulatory requirements while maintaining excellent customer experience
Meet or exceed contact center performance metrics while upholding Securian's quality standards
Handle 35-50 customer interactions daily across multiple channels

Qualification

FINRA Series 6 licenseCustomer service mindsetTechnical proficiencyTyping skillsMulti-taskingKnowledge retentionVerbal communication skillsWritten communication skillsTime managementReliabilityTrustworthiness

Required

Active FINRA Series 6 license
Strong customer service mindset
Excellent verbal and written communication skills
Professional phone etiquette and active listening abilities
Self-motivated, punctual and dependable
High level of reliability, trustworthiness and ability to maintain confidentiality
Technical proficiency: ability to navigate multiple systems simultaneously while maintaining effective customer engagement
Strong typing skills and computer literacy
Ability to multi-task and manage time effectively in a fast-paced environment
Quick learner with strong knowledge retention
Meets technical requirements for remote work (bandwidth and system specifications)

Preferred

Experience in the financial services or insurance industry
Background servicing annuity or life insurance accounts (new business and/or in-force)
Interest in career progression to Specialist / SME Support or leadership roles within the Contact Center

Benefits

PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them.
Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan.
Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs.

Company

Securian Financial

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To be confident in your financial future, you need to trust the strength and commitment of your financial organization.

Funding

Current Stage
Late Stage

Leadership Team

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Christopher Hilger
Chairman, President and Chief Executive Officer
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Darrin Hebert
SVP & Chief Information Officer
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Company data provided by crunchbase