Customer Support Representative - Insurance Annuities

Responsibilities

• Handle customer service inquiries via the telephone and/or email, providing high quality service to BHF Annuity customers.
• Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies, and processing delays.
• Educate Financial Service Representatives on market requirements, processes, contract provisions, and annuity products.
• Efficiently process transactions and track responses to ensure completion.
• Enhance and strengthen the relationship between the customer and BHF using strong communication skills, keen listening skills, and empathy.
• Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer’s inquiry.
• Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal, and high-quality service skills.

Requirements

• High School diploma
• 1-2 years customer service experience
• Must obtain FINRA (formerly NASD) Series 6 license within 90 days of hire (depending on the training plan)
• Outstanding customer service skills and dedication to providing exceptional customer care
• Exceptional listening and analytical skills
• Solid time management skills
• Able to multitask and successfully operate in a fast paced, team environment
• Must adapt well to change and successfully set and adjust priorities as needed

Preferred Qualifications

• Some college experience or a trade or professional certification
• Insurance or Financial Services industry experience or Product specific experience
• Prior Call Center experience is highly preferred
• A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting, and marketing functions
• A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment
• Strong computer/keyboard skills as well as solid math, analytical, and problem-solving skills

Working Environment

Work a shift during the hours of operation of 7:30 AM to 5:30 PM Monday – Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs.