Customer Service Representative - Annuity in Indianapolis, IN at Vaco

Date Posted: 11/18/2020

Job Snapshot

Job Description

Vaco Indianapolis has partnered with a company located on the North side of Indianapolis to fill a Contract to Hire Customer Service Representative.

Responsibilities Include but not limited to:

  • Meets and achieves department standards for phone availability/logged in times, quality audits, call handle ratio, and documenting call activity in the administration system.
  • Answers incoming telephone inquiries from customers or their representatives; validates the identity of the caller prior to any information being released.
  • Strives to resolve each inquiry and knows when to escalate calls to ensure exceptional service for the caller.
  • Prepares illustrations for the annuitization of deferred annuity contracts and communicates living benefit payout information for fixed indexed annuities.
  • Distributes the appropriate service forms to customers, beneficiaries and agents via mail or fax, with instructions for completing and returning documents for processing.
  • Completes tasks such as return mail, 1035 transfer follow ups, and returning voicemails, in addition to completing requests for forms and address changes.
  • Participates in special projects that help support Contract Administration, Customer Service or Agency Service units, and may work on special project teams that cross department lines.



Preferred Qualifications

  • One to three years' experience in life insurance and/or annuities
  • Three to five years' high-volume call center experience preferred
  • Strong communication skills, including verbal and listening skills
  • Exceptional interpersonal and customer service skills with the ability to diffuse difficult service situations
  • Organized, detail oriented, and able to multi-task
  • Quick thinking to resolve inquiries and meet customers' needs

In addition, the ideal candidate will be or will have:

  • Dependable
  • Responsible
  • Professional communication and demeanor
  • Accurate
  • Detail oriented
  • Ability to multi-task