Call Center Representative /Customer Service -- Fully Work from Home
Company: Pyramid Consulting
Posted on: May 16, 2022
Job Description Job Details Title : Solutions Centre
Representative Location: 10 West Nationwide Blvd Columbus OH 43215
Duration: 18 months (possible extension) Working Hours : 8 hrs. per
day -- 40 hrs. in a week Tentative Start Date : First/ second week
of July Fully Work from home Training at Home then choose either
WFH, or Hybrid or Remote Description: Description: Job Profile
Summary: As a Representative, you---ll provide extraordinary care
to our members, partners, plan sponsors and investment
professionals. You will understand high-level product/plan and
regulatory requirements to analyse and resolve general account,
plan fees or plan inquiry questions will be key to success.
Additionally, you---ll effectively interpret and articulate
client's marketing strategies when communicating with customers.
Key Responsibilities: Receives and responds to incoming calls from
investment professionals, plan sponsors and members on a variety of
topics. Understands the different product suites, including current
line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and
enhancements to new and old products, based on the daily change
communications. Identifies the question(s) behind the question to
proactively offer consultative expertise and uncover the unstated
need. Maintains a record of the conversations and follows a process
of documentation to support our strategy of knowing our member
better than anyone and use the information in a way that drives the
relationship deeper. Follows all rules and regulations to ensure
compliance with FINRA or other professional licensure requirements,
client policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications,
penalties/surrender charges, death benefit protection, lifetime
income, capital preservation and/or benefits pertaining to the
plan/contract. Analyses problems to determine proper course of
action, striving for first time final resolution. When necessary,
works with internal partners to resolve escalated issues.
Integrates lean methodology into daily interactions through
problem-solving meetings and team huddles. Develops and grows
through monthly individual meetings with leadership to set in place
a career path strategy. Setting goals and expectations to achieve
success in the role as well as future opportunities. May perform
other duties as assigned. Education: High school diploma or
equivalent required. Undergraduate degree in finance, business
administration, insurance, economics, communications preferred.
License/Certification/Designation: ChFC, CLU, other industry
designations desirable FINRA series 6 and/or 26 licenses preferred
and may be required based on assigned product/line-of-business or
distribution system. Experience: One year of experience in customer
service, sales related occupations. Knowledge, Skills, and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to
understand the legal implications of certain product features in
different states. Understands the consequences of not following the
FINRA rules and regulations. Excellent verbal and written
communication skills to effectively communicate with others.
Proficiency with computers and common office software. Ability to
understand general aspects of plan/contract and utilizes technology
to enhance conversations with customers. Other criteria, including
leadership skills, competencies and experiences may take
precedence. Company Description We place top talent through our
divisions: Technology, Staffing, Professionals, Talent
Digitalization, and Pyramid Academy. Our flexible staffing options
include contract, contract-to-hire, direct hire, and SOW/Statement
of Work. We deliver top talent to our clients by combining the use
of the latest technology with the subject-matter expertise that our
seasoned team of recruiters brings to the process. With the
integration of smart sourcing tools, machine learning, and
AI/Artificial Intelligence into our screening process across the
organization; we evaluate a large volume of candidates to find the
most suitable talent.
Keywords: Pyramid Consulting, Columbus , Call Center Representative /Customer Service -- Fully Work from Home, Hospitality & Tourism , Columbus, Ohio
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