Annuity Specialist
Insight Global - cincinnati, OH
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Position: Annuity RepresentativeSpecialistDuration: 6-month contract-to-hireHourly Rate: $20HR-$24HR per client based on years of experienceOpenings: 1Location: M-F to start (Onsite for 12 weeks or so) then moves into a fully remote positionAddress: One Financial Way Cincinnati, Ohio 45242Shift: M-F, 8:30am - 5:15pmInterview Process: 1 round Must Haves:General customer service experienceStrong customer service skills, including a professionalpolite telephone personality with excellent written and verbal skillsCall center experience OR proven ability to learn new concepts whether through recent studying experience or another complex roleExperience with Microsoft Products (Word, Excel, Teams, Outlook, etc.)Strong aptitude for learningStrong organizational and analytical skills with the ability to multitaskThe ability to effectively and efficiently navigate through multiple programssystemsscreens while on a phone call Plusses:Exposure to annuitiesexposure to qualified and unqualified moneyCurrently possesses a Series 6Strong customer service experienceBasic business skills: knowledge of letter writing, formatting Day to Day:An employer is looking for multiple Annuity Call Center Representatives for a hybrid, contract-to-hire opportunity in the Cincinnati, Ohio area. The client is a leading insurance holding company who provides protection, retirement income and reinsurance solutions through its subsidiaries. The Annuity Call Center Representative plays a significant role within the Annuity business unit for the client, and the Call Center Representative will have a direct impact on customers. This person will operate in an inbound call center environment, serving as the primary point of contact for providing reactive annuity product support for clients and financial professionals via phone and email communication. The Call Center Representative will be thoroughly trained, starting the first 8 to 12 weeks on-site at the client's Blue Ash location. They will start with taking very basic calls, and ultimately transferring the majority of calls until they finish the training program. Representatives can expect to take anywhere from 40-50 calls per day to start, with that number expected to grow over time as the company expands. Basic calls may consist of basic contract information, issue dates, status updates, etc. Once fully trained, the Representative can expect to take on more complex calls. This includes, but is not limited to:Providing education and customer service on the client's full portfolio of annuity products and ridersTaking and processing trade requests as well as taking other buysell orders in a timelyaccurate mannerProfessionally communicating with a large array of internal departments in order to assist the external customers
Created: 2024-10-06