Annuity Customer Service

Constellation Insurance, Inc.•Montgomery, OH

1d•Remote

About The Position

As a key member of our Annuity Customer Service department, you will play a pivotal role in enhancing our organization's esteemed reputation. We value candidates with financial services experience, a dedication to delivering exceptional customer service to our broker/dealer partners and contract owners, and a commitment to continuous growth. Your role and impact Here's a glimpse of your responsibilities and the meaningful impact you'll create as part of the Annuity Customer Service department:

Requirements

Licensing: A Series 6 registration is highly desired but not required.
Industry Experience: Leverage your previous experience in the financial services industry, especially with annuities, to make an immediate impact.
Educational Background or Equivalent Experience: Whether you hold a bachelor's degree or have gained valuable customer service and contact center experience, we value your unique journey and skills.
Communication Skills: Showcase your professional telephone demeanor, exceptional verbal, and written communication skills to effectively connect with clients and financial professionals.
Eagerness to Learn: Demonstrate your strong aptitude for learning and adapting to new information and processes.
Problem-Solving and Attention to Detail: Highlight your excellent problem-solving abilities and keen attention to detail, traits that will set you apart in delivering exceptional service.
Organizational and Analytical Skills: Utilize your organizational and analytical skills, along with multitasking capabilities, to manage tasks efficiently and prioritize effectively.
Tech-Savvy: Display proficiency in various computer applications, particularly Microsoft Office, with the ability to navigate multiple programs and screens efficiently during phone interactions.

Nice To Haves

Experience with emerging technology such as AI advanced digital solutions is highly desired.

Responsibilities

Serving as the main point of contact for annuity product support via phone and email
Educating clients and financial professionals on our full range of annuity products and riders
Processing trade requests and buy/sell orders accurately and promptly
Collaborating professionally with various internal departments to assist our external customers

Benefits

Competitive pay: Fair compensation for your hard work.
Healthcare coverage: Comprehensive medical, dental, and vision from day one.
Life insurance: Company-paid coverage for you and your loved ones.
401(k) plan: Matching contributions to help secure your financial future.
Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
Work-life balance: Flexible time-off policy to recharge and pursue passions.
Dress for your day: Express your style comfortably at work.
Inclusion and Culture:A respectful environment that values unique contributions.
Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
Well-being focus: Programs to support a healthy balance between work and home life.
Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
No Cold Calling or Sales Pressure: Focus on meaningful interactions without the stress of cold calling or outbound auto-dialer tasks.