Account Services - PHB

Responsibilities

• Work with offshore vendor to support client and customer needs.
• Support money out, withdrawal on the contract, and tax procedures.
• Set up income streams for end customers with annuity policies in force.
• Generate and maintain company controls through reports.
• Answer questions about tasks to process and handle complex tasks.
• Escalate issues to the contact center and support key business partners.
• Ensure responsiveness and provide detailed answers to vendor partners.

Requirements

• Detail-oriented with experience working with multiple systems.
• Proficient in Excel, MS Office, and Salesforce (CRM).
• Ability to learn systems and databases quickly.
• Strong professional written communication skills.
• Flexible in a fast-paced environment.

Qualifications

• High School Diploma.
• 3+ years of professional support experience.
• Experience with EXCEL.

Skills

• Customer service.
• Customer support.
• Analysis.
• Finance.

Top Skills

• Customer service.
• Customer support.

Additional Skills & Qualifications

• Banking industry or financial experience preferred.
• College Graduates preferred.

About the Role

This is a backfill to a current contractor who is going permanent. The team works with an offshore vendor to support client and customer needs, focusing on annuity policies and related tasks such as money out, withdrawal, tax procedures, and setting up income streams. The team also handles complex tasks, generates reports to maintain company controls, and escalates issues to the contact center and supports key business partners. The role requires a high level of detail orientation, proficiency in multiple systems, and strong communication skills.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr. Benefits may include medical, dental, vision, critical illness, accident, hospital coverage, life insurance, short and long-term disability, health spending account, transportation benefits, employee assistance program, time off/leave (PTO, vacation or sick leave), and a 401(k) retirement plan with pre-tax and Roth post-tax contributions available. The position is a hybrid role based in Minneapolis, MN, and is anticipated to close on July 27, 2026.

About TEKsystems

TEKsystems is a leading provider of technology services and talent solutions. We help clients transform through strategy, design, execution, and operations. We are a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500, across North America, Europe, and Asia. We are committed to equal opportunity and diversity in the workplace.