Customer Operations Representative
Skills
Contact CentersFinancial TransactionsFraud InvestigationsIdentity VerificationKeyingSOLIDWORKSService Orientation
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience in call center or operations
- Strong customer service orientation
- Clear communication in writing on the phone and in person
- Understanding of Deferred Annuity products and related processes
- Organized with strong follow-up skills
- Ability to manage multiple priorities concurrently
- Able to research answers learn quickly and retain information
- Self-motivated and able to take initiative
Nice to have
- Customer-focused
- Organized
- Detail-oriented
- Self-motivated
- Analytical
Day to day
- Review and process financial and non-financial activities for active Deferred Annuity products
- Handle withdrawals transfers and repetitive payment setup with accuracy and care
- Contact external customers and agents to gather information and complete tax-sensitive transactions
Hiring process
- Initial phone screen
- Video interviews
- Internet speed test
- Identity verification