Are you looking to make an impact within the financial solutions industry? We are partnering with an innovation company seeking a Customer Service Consultant for Annuities who will provide excellent customer service and responsiveness on a variety of insurance products, focusing on fixed annuities. If you have at least 5 years of experience ranging from new business through post-issue in annuities, apply today!

• Handle inbound calls, emails, and chats from Agents and clients, responding to inquiries and requests
• Coordinate agent onboarding, commissions, new business, suitability, post-issue, and claims for the company
• Responsible for establishing a knowledge base of all products and services to be able to provide end-to-end support for agents and clients
• Learn the technology platforms for seamless responsiveness, working with agents and clients to provide effective solutions
• Operate with efficiency and effectiveness to provide a best-in-class customer experience
• Utilize critical thinking and problem-solving skills to resolve issues and provide timely transactions while building client trust and mitigating risk internally and externally
• Lean on industry knowledge to make a sound judgment on decisions and operate within compliance to resolve impactful decisions for agents and clients