salary: $19 - $19 per hour
work hours: 8 AM - 5 PM
• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
The essential functions of this role include:
- working in a smoke free environment
- Active Listening
- Customer Service
- Customer support
- Customer Relations
- MS Office
- Financial Reporting
- Financial Planning
- Years of experience: 1 year
- Experience level: Entry Level
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