Penn Mutual · 13 hours ago

Customer Service Representative

United States

Full-time

Remote

Entry, Mid Level

$48K/yr - $62K/yr

2+ years exp

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Responsibilities

Learns all facets of inforce term, whole life, universal & variable life insurance and/or annuities

Handles simple to complex in-bound calls from our clients/financial professionals and answers questions regarding their life or annuity product and/or servicing needs

Accepts financial and non-financial transactions with consistent quality, attention to detail, and according to department policies and procedures

Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner

Processes straightforward transactions with attention to detail

Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information

Meets speed of service and quality goals for each task function and contribute to overall team goals

Comply with all company and site policies and procedures while adhering to the company’s framework of internal controls

Work collaboratively and may participate on project teams

Strengthen the adviser relationship through raising the caliber of service provided

Perform various other related duties, assignments and special projects as assigned

Recommends and facilitates process changes to continuously improve the customer experience

Ability to work core business hours between 8:30 and 6:00 pm EST

Qualification

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Life insurance knowledgeAnnuities knowledgeFINRA Series 6Learn technology