Principal Responsibilities:
• Provide service to annuity customers who possess a policy by responding to requests via telephone regarding insurance and other financial service products and benefit plans.
• Research and respond to requests and discuss options regarding various aspects of the policy; for example, status of claims, policy provisions, values, basic procedures, etc.
• Process transactions and fund transfers and refer requests for other policy modifications to appropriate areas for processing.
• Efficiently access multiple electronic systems to provide complete response.
• Work at all times to enhance and strengthen the relationship between the customer and our clients.
• Support special campaigns as needed, or if solicited by the customer.
• DXC associates are expected to perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and quality service skills.
Required Competencies:
• *** FINRA Series 6 preferred, but must obtain as job requirement blended self-study and on the job training provided ***
• Demonstrated ability to learn quickly and willingness to obtain functional knowledge and understanding of company products as well as administrative, claims, underwriting and marketing organizations.
• Excellent oral & written communication skills.
• Superior telephone etiquette.
• Excellent listening skills and ability to articulate ideas.
• Ability to understand and respond clearly to customers in a dynamic, fast-paced environment while promoting a quality image of our clients
• Demonstrated ability to work in a team environment to improve the delivery of service to internal and external customers.
• Strong organizational skills.
• Demonstrated ability to manage stress.
• Strong computer skills.
• Ability to 'think out of the box' to generate innovative process improvements.
• Strong math and analytical skills.
• HS Diploma required
Work Environment
• Remote work within the United States of America.
Remote
Skills:
Analysis Skills, Annuities, Campaigns, Communication Skills, Compensation and Benefits, Computer Skills, Customer Support/Service, Financial Services, Insurance, Interpersonal Skills, Marketing, Mathematics, Organizational Skills, Policy Development, Presentation/Verbal Skills, Process Improvement, Series 6, Service Delivery, Team Player, Transaction Processing/Management, Underwriting, Writing Skills
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