Customer Service Representative

Job description

Job Summary Primary point of contact for servicing our life and or annuity business. Responsible for providing service for the entire policy life cycle. Responsible for continuous blocks of telephone coverage servicing clients and advisors. Responsible for resolving any inquiry presented by responding in a courteous, efficient and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy. Principal Duties and Responsibilities: - Responsible for servicing and/or processing financial and administrative transactions during the policy lifecycle including but not limited to payments, disbursements, in-force illustrations, and claims support. - Knowledge of, and adherence to the companies' policies and procedures; especially those relating to regulations and controls. - Serves as a single point of contact. Receives and resolves complex and/or sensitive customer service inquiries in an accurate and timely manner. - Responsible for researching, developing, organizing, and prioritizing solutions and options to balance both business and client needs. - Participates in and/or facilitates v...