What are the responsibilities and job description for the Customer Service Representative position at Stephens?
ESSENTIAL DUTIES AND RESPONSIBILITIES
Respond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance.
Assist, review, submit and follow up on :
Title Changes : Ownership, POA, Beneficiary changes & Third party authorizationAgent of record changes, licensing, product, carrier requirementsClaims on life, annuity, LTC & LTCPerform policy reviewsAssist with ACATs, withdrawals & surrendersRun and request in force illustrationsEFT / modal changesReinstatementsConversionsAssist in completing forms
Respond to customer requests in timely manner, provide information and resolve problems
Perform other tasks as assigned by management
EDUCATION AND EXPERIENCE
College degree or equivalent workforce experience
Previous one year life and / or annuity insurance experience is preferred
Knowledge of life and annuity insurance products and industry is preferred
KNOWLEDGE, SKILLS AND ABILITIES
Excellent verbal, written and organizational skills
Attention to detail with emphasis on accuracy and quality
Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
Establish and maintain effective working relationships at all levels of the organization
Ability to maintain confidentiality
Demonstrated reliability in attendance and work performance
QUALIFICATIONS
Must be proficient with Microsoft Office Suite
Ability and Willingness to learn systems and industry
CERTIFICATES, LICENSES, REGISTRATIONS
Existing insurance license or willingness to obtain insurance license within 6 months of employment
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