Client Service Advocate

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose: Provides world-class customer service and support to business partners, customers, internal associates and other financial firms by responding to questions regarding product features, benefits and administrative requirements. Responsible for documentation, performing account maintenance changes and resolving basic issues. Essential Responsibilities: - Answers incoming telephone calls from our business partners, customers and internal associates regarding new or existing Jackson accounts on one or more lines of business (e.g. new business or inforce aspects on one or more trained product lines). - Responds to questions regarding product features, benefits, account status and transfers of assets from other financial firms. - Effectively communicates administrative “good order” requirements, processes and procedures. - Documents interactions with customer contacts received and initiated. - Utilizes multiple technology-based applications simultaneously. - Identifies and resolves basic customer service issues; escalates issues for resolution as necessary. - Drafts and distributes requests...