Annuity Contact Center Representative III (Hybrid: Madison, WI/Waverly, IA)

Job Purpose

This position is responsible for providing customer service for incoming calls related to Wealth Management and Pension Risk Transfer (PRT) products from the consumer or from callers representing the consumer including advisors.

Job Responsibilities

• Handle incoming calls from Advisors, field staff, customers or other third parties regarding individual contracts (Fixed/Variable Annuities & Pension Risk Transfers (PRT).
• Diagnose issues and educate Advisors/customers on any aspect of their contract as needed.
• Create excellent end-to-end Advisor/customer experience by acting as a single point of contact for all servicing needs.
• Create a culture where the focus always remains on enhancing Advisor experience.
• Thoroughly document calls and corresponding details.
• Manage caller's emotions resulting in successful service resolution.
• Determine appropriate actions to resolve Advisor/Customer needs.

Job Requirements

• A high school graduate or equivalent work experience required.
• One year of experience in a Call Center environment.
• Excellent communication and listening skills.
• High level customer service skills, with the ability to adapt to different personality types.
• Problem solving skills and ability to think on their feet.
• Ability to multi-task.
• Ability to interpret system information and navigate systems.
• Basic computer skills (internet navigation, Microsoft Office Suite).

Pay

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range $46,800.00 - $69,500.00

Benefits

• Inclusive benefits program.
• Flexible workplace allowing for work-life balance, career growth and retirement assistance.
• Additional benefits available to eligible employees including medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement.