Customer Service Representative, Annuity Inforce Processing

  • Remote
  • Specialism : Customer Service Representative
  • Post Date: October 8, 2025
  • Expires In : 90 Days
  • Apply Before: January 6, 2026
  • Applications 0
  • Views 503
Job Overview

JOB DETAILS

 

REQUIREMENTS

  • High school required. College degree preferred.
  • One to three years prior customer service or financial service industry experience preferred.
  • Must possess solid interpersonal, verbal and written communications skills.
  • Proficiency in office computer software, including e-mail, word processing, and spreadsheet programs required.

 

RESPONSIBILITIES

    • Process cases utilizing various workflow, administrative, and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards.
    • Analyze cases for IGO and determine level of complexity of the request. Determine if case should be routed/handed off to other business resource based upon the complexity of the request.
    • Contact the appropriate resource to assist in resolving the request, if NIGO. This would include contacting the member, FA (Financial Associate), internal business units, vendors or external business resources.
    • Handles sensitive communications with customers and financial associates, which may include highly confidential information or complaints.
    • Resolves telephone and written inquiries from internal and external customer contacts in a prompt, efficient manner, giving correct thorough responses to needs and requests.
    • Documents calls, written communications, etc. made in an attempt to gather, or upon gathering the missing information needed to process the paperwork.

 

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Employer : Armendes Ltd
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