Overview
Skills
Job Details
Job Role - Insurance Operations Associate
Location - South Jordan , UT - Onsite - will convert into hybrid
Duration - 12 Months
Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week.
Annuity & Insurance Operations Service Associate
Primary Responsibilities:
-Establish and maintain effective relationships in order to deliver world class service to our clients.
-Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
-Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
-Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
-Meet team and department service goals established by MSSN management.
Skills required:
-Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions
-Excellent listening and written and verbal communication skills
-Desire to learn the insurance operations business and invest time and experience to develop expertise
-Ability to learn quickly and apply knowledge to new situations
-Ability to establish and maintain positive client relationships
-Ability to diagnose and solve problems creatively
-Ability to recognize and diffuse potential issues and/or difficult interactions
-Ability to multitask