Annuities Client Care Specialist

Job Description An employer is looking for Annuities Customer Care Specialists to join their team in Shelton, CT . This person will join the newly created "brainchild" of two well established private equity firms

• this new company will be focused on the fixed annuity space of life insurance. The Customer Care Specialist will work in a call center environment from 8am-6pm EST. He/she will report into the Customer Care Supervisor and will provide personalized support to customers through all digital avenues including over the phone, email, SMS, and online chat. Other tasks include be aren't limited to:
• Effectively manage complex cases, document changes, and resolve customer inquiries
• Manage high call volumes, respond promptly to written and verbal inquiries, and maintain high performance metrics
• Leverage product expertise to provide tailored support ; educate customers on self-service tools
• Complete clear documentation of all client interactions and requests
• Ensure compliance with industry regulations, standards, and legal requirements and policies specific to the insurance sector
• including customer data protection, claims handling, and privacy laws
• Collaborate cross-functionally with internal teams and vendor partners to escalate and resolve complex issues; escalate critical issues to the Supervisor
• Utilized advanced AI tools to improve client interactions, streamline service delivery, and enhance overall operational efficiencies This person will serve as the first point of contact customers will have and will need to provide exceptional service delivery as the company launches in Q1 2025.

This is an amazing opportunity to join a start-up insurance company backed by well-established private equity firms! Compensation for this role is 65-85k per year annually. Compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include generous paid time off, medical and dental insurance offerings, and 401k. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements

• 3+ years of experience in a contact center or customer service role within insurance or financial services
• Annuities knowledge
• Proven experience managing customer outreach and resolving issues effectively and in a timely manner
• Experience adapting to new technologies that enhance daily operations
• Comfortability in a fast-paced environment
• Exceptional interpersonal skills and ability to build relationships
• Strong experience with annuities
• distribution options, tax implications, and handling contract modifications
• Verisk FAST experience