Customer Service Representative

Customer Service RepresentativeJob Category: Private Wealth ManagementFull-TimeLocation: Little Rock, AR 72201, USADescriptionEssential Duties and ResponsibilitiesRespond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance.Assist, review, submit and follow up on:Title Changes: Ownership, POA, Beneficiary changes & Third party authorizationAgent of Record Changes, Licensing, Product, Carrier RequirementsClaims on Life, Annuity, LTC & LTCPerform policy reviewsAssist with ACATs, Withdrawals & SurrendersRun and request in force illustrationsEFT/modal changesReinstatementsConversionsAssist in completing formsRespond to customer requests in timely manner, provide information and resolve problemsPerform other tasks as assigned by managementEducation and ExperienceCollege degree or equivalent workforce experiencePrevious one year life and/or annuity insurance experience is preferredKnowledge of life and annuity insurance products and industry is preferredKnowledge, Skills and AbilitiesExcellent verbal, written and organizational skillsAttention to detail with emphasis on accuracy and qualitySelf-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervisionAnalytical, critical thinking and problem solving skills with the ability to determine the appropriate actionEstablish and maintain effective working relationships at all levels of the organizationAbility to maintain confidentialityDemonstrated reliability in attendance and work performanceQualificationsMust be proficient with Microsoft Office SuiteAbility and willingness to learn systems and industryCertificates, Licenses, RegistrationsExisting insurance license or willingness to obtain insurance license within 6 months of employmentEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.