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Sr. Customer Service Rep II - Annuities

4 days ago

PayCompetitive
LocationTulsa/Oklahoma
Employment typeFull-Time
  • Job Description

      Req#: 27140
      Job Title: Sr. Customer Service Rep II - Annuities (External)

      Sr. Associate, Customer Support (Internal)

      We are actively hiring Sr. CSR II's for the Annuities team at DXC! As a Sr. CSR II, you will handle customer service inquiries via the telephone and/or email and resolves problems. Use computerized systems for tracking, information gathering, and/or troubleshooting. Maintain quality service by following policies and procedures and reporting needed changes. And, contribute to team effort by accomplishing related results as needed. The successful candidate will leverage effective listening skills, an attention to detail, strong intellectual curiosity and an honest desire to make a difference to ensure each customer experience is exceptional. With an understanding of the customers' needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.

      Responsibilities
      • Respond to customers, agents and broker/dealer's requests via telephone or email, providing high quality service to BHF Annuity customers who have insurance or other financial service products or benefit plans.
      • Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays.
      • Educate Financial Service Representatives on market requirements, processes, contract provisions and annuity products.
      • Efficiently process transactions and track responses to ensure completion.
      • Enhance and strengthen the relationship between the customer and BHF using strong communication skills, keen listening skills and empathy.
      • Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry.
      • Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills.
      Required Qualifications
      • High School diploma
      • 1-2 years customer service experience
      • An ability to work a shift during the hours of operation of 7:30 AM to 5:30 PM Monday - Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs.
      • Must obtain FINRA (formerly NASD) Series 6 license within 90 days of hire
      • Outstanding customer service skills and dedication to providing exceptional customer care
      • Exceptional listening and analytical skills
      • Solid time management skills
      • Ability to multitask and successfully operate in a fast paced, team environment
      • Must adapt well to change and successfully set and adjust priorities as needed

      Preferred Qualifications
      • Some college experience or a trade or professional certification.
      • Insurance or Financial Services industry experience or Product specific experience.
      • Prior Call Center experience is highly preferred.
      • A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
      • A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.
      • Strong computer/keyboard skills as well as solid math, analytical and problem-solving skills.
  • About the company

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