Retirement Customer Support Specialist

Primary Job Function

We communicate with financial professionals and customers primarily through phone and email, providing a high-quality customer experience by projecting a professional and positive attitude. Specialists utilize a variety of software tools to navigate contract information, research and review products, and communicate effective solutions in a fast-paced, team-oriented environment. They are responsible for accurately documenting and resolving requests for account information and updates, educating customers about easier and more efficient ways to resolve future requests, and taking and processing allocation change instructions within our variable products.

Consistently meets or exceeds established individual and team metric goals.

Qualifications

• Prior customer service or Contact Center experience preferred
• High school diploma/equivalent required
• An associate or bachelor’s degree preferred
• Financial Services experience (including Life Insurance, Annuities, Banking, Group Retirement, etc.) preferred
• Annuity industry knowledge and experience a plus
• Proficiency in a Windows based environment (Office 365 & Microsoft Teams) required
• Strong client focused and managed-money mindset required

HOURS

Must be flexible between 7:30a-5p CST Monday - Friday. Actual shift times once in production are based on business needs and may vary between 7:30a-5p CST. This position will start Hybrid after Training (in office 3 days a week and Work from Home 2 days).

Employee Benefits

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Accommodations for Applicants with a Disability

If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

Final Hiring Decisions

Final hiring decisions are ultimately made by humans.

Artificial Intelligence (AI) Tools

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment.

Targeted Salary Range

The range listed is just one component of Protective’s total compensation package for employees. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience.