Customer Care Representative - Annuities

Responsibilities

• Answer calls regarding retirement, life, and annuity investment products.
• Identify customer needs and provide personalized service.
• Locate/research information using multiple systems/technologies.
• Cook up information as needed from cross-functional departments.
• Document customer inquiries and associated actions.
• Follow up on outstanding items in a timely manner.
• Learn and maintain a basic understanding of products, procedures, and systems.
• Achieve department metrics and expectations.
• Participate in a team-based environment to achieve department goals.

Qualifications

• Associate’s degree in a business field or equivalent experience.
• One year of call center or customer service experience, or financial services industry experience.
• Ability to communicate with customers in a professional manner, orally and in writing.
• Ability to work independently and as part of a team.
• Proficiency using MS Office tools.

Preferred Qualifications

• Understanding of retirement, life, and annuity investment products.
• Working Conditions
• Remote (Call Center) Environment
• May work varied shifts

Compensation

The salary for this position generally ranges between $37,000-$43,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.