Would you say you have experience providing world-class customer service? We staff for a financial services company that is in need of someone with your expertise. This is a high-volume and fast-paced environment where you will be working off of 2 computer screens and will be required to multi-task efficiently. You will follow up with customers via phone, email and fax to retrieve any necessary information.
This position is expected to be working on-site at our client's office in Chandler, Arizona, but we are not sure if it will be a work from home role due to COVID-19. Since this project starts in July, more will be determined by then. Since we are unsure of the location at this time, please advise your recruiter during your interview if you have sufficient home internet and capability of working from home.
- Provides information to callers about various features of specific products/policies. Explains complex product features and annuity plan concepts to plan customers, agents, and beneficiaries.
- Completes and verifies transactions requested by callers and either processes requests or forward to appropriate parties for handling.
- Captures caller information on customer management system. May be required to follow up with customer to ensure service issue has been resolved.
- Contributes to process improvement by capturing customer feedback and participating in quality coaching.
- Complies with division polices and regulatory requirements.
- Other duties as assigned
- Customer Service (5 years of experience is required)
- financial customer service (3 years of experience is required)
- using dual screens and program (3 years of experience is required)
- inbound and outbound calls (5 years of experience is required)
- Years of experience: 5 years
- Experience level:Experienced
Working hours: 8 AM - 5 PM
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