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Fort Washington Investment Advisors, Inc. · 1 day ago

Service & Sales Associate

US-OH-CINCINNATI

Full-time

Onsite

New Grad, Entry Level

Fort Washington Investment Advisors, Inc. is seeking a Customer Service & Sales Associate for their call center. The role involves handling inbound and outbound customer service and sales calls, providing recommendations based on client needs, and ensuring effective communication and resolution of inquiries.

Financial Services

Responsibilities

Utilizes professional license, training and experience to provide advice and make informed life insurance and/or annuity recommendations for new and/or existing customers based on client needs

Prepares illustrations associated with approved life insurance applications using data entry points that match the approved application

Provides professional and courteous service, making independent decisions regarding client requests and resolving client concerns, recognizing the need to escalate situations to management as necessary

Reviews, researches, and/or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone, written correspondence, email, or online chat

Conducts follow-up calls to provide additional information and/or assist with application completion as necessary

Answers telephone calls from current customers regarding policy status information and provided instructions to initiate a change or transaction. This includes caller verification following documented business process and providing information that is documented and does not require independent decision making

Conducts outbound calls to existing customers for non-sales purposes. This could include verifying/confirming information, obtaining instructions regarding an in-house service request, and premium due reminders

Processes service transactions using prescribed administrative systems or peripheral systems. This could include address changes, ownership changes and disbursement requests. Transactions are keyed following documented procedures. Errors or unexpected results must be identified and escalated to manager

Processes new business applications. Responsible for following business process rules and state specific rules that are documented. Identifies when application is not-in-good-order and takes appropriate steps to remediate. Authorizes issuance of in-good-order applications, including application of premium and determination of contract effective date

Indexes documents in imaging workflow system to accurately identify the document type. Follows procedural documents to enter data such as policy number, customer name, source of business, form type and other key identifiers

Completes business processes to support licensing and appointment of producers including data entry, quality checks, training checks and license verification

Performs other duties as assigned

Complies with all policies and standards