Start date: 10/5/26

Required Education:

• High School Diploma or equivalent

Preferred Education:

• Undergraduate studies in Business, Finance, Insurance, or a related field

Required Qualifications:

• 3+ years of overall work experience
• Knowledge of general office practices, customer service, and office equipment
• Knowledge of basic mathematics, familiarity with office filing systems, record-keeping procedures, and problem-solving techniques
• Ability to prioritize own work within established standards
• Effective written and oral communication skills to interact with customers, team members, and management
• Sound decision-making skills necessary for customer contacts
• Ability to identify and evaluate problems, analyze customer inquiries, and determine appropriate action
• Proven ability to operate a CRT and PC
• Ability to pass a valid credit check and/or background check due to fiduciary accountabilities

Preferred Qualifications:

• Two years of product-related customer service work experience
• Work experience paired with undergraduate studies
• Knowledge of information systems and insurance/financial services industry practices (e.

g., annuities, mutual funds)

Responsibilities:

• Provide prompt and efficient service to internal and external customers, policyholders, agents, brokers, and other stakeholders
• Receive, research, and respond to customer, broker, agent, and government agency inquiries through oral and written communication
• Consult and interpret contract provisions for current, past, and assumed business products
• Assist customers with financial transactions and process monetary transactions within assigned limits
• Maintain current knowledge of product and contract provisions, processing systems, and applicable federal and state regulations
• Review and interpret records and reports to make accurate decisions and resolve routine errors
• Identify situations requiring advanced technical knowledge or exception processing and escalate them to appropriate lead team members
• Prioritize work effectively while maintaining established service and quality standards
• Apply problem-solving and decision-making skills to determine appropriate actions for customer inquiries
• Operate PC/CRT systems and standard office equipment while maintaining accurate records and documentation
• Perform other duties as assigned
• Only those lawfully authorized to work in the designated country associated with the position will be considered.
• Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.

•