Financial Service Representative

Background in finance or banking
Ability to manage a high volume of work
Effective collaboration within a team
Current knowledge of contract and product provisions
Outstanding quality customer service skills
General knowledge of office practices, customer service, information systems, and insurance/financial services industry practices
Effective verbal and written communication skills
Basic analytical and problem resolution skills
Proven ability to research, analyze, and solve problems
Ability to understand, anticipate, and proactively act on customer needs
Proven decision-making skills necessary for customer contacts
Effective team-building and collaboration skills

Learn and master products and systems through comprehensive training
Manage a high volume of work flowing through various queues, ensuring accountability and timely completion
Handle ‘not in good order’ items, which may involve calling advisors or clients
Collaborate effectively within a team-oriented environment
Process business requests according to government regulations, contract provisions, and internal procedures and controls
Provide outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses
Integrate lean methodology into daily interactions through problem-solving meetings and team huddles
Consult and interpret contract provisions for current and past products and assumed business for policyholders, agents/brokers, and other operating units

Participation in technical coursework such as LOMA, CLU, ChFC
FINRA Series 6 license preferred
One to three years of work experience with product-related customer service work experience preferred