AOE Call Center Analyst

Job#: 3045472

Job Description:

AOE Call Center Analyst

Large Financial Client

Location: Fort Mill, South Carolina or Tempe, AZ -

Hybrid - 3 days onsite, 2 Remote

Duration: 6+ months w/potential to extend and/or convert FTE

Role Overview

This position supports Financial Professionals and their assistants in the purchase of annuities through the Annuity Order Entry platform. The role is part of a specialized customer service team handling a high volume of inbound calls. The Annuity Associate Service Representative will assist with annuity-related inquiries, application processes, and corrections, ensuring timely and accurate issue resolution. This role requires familiarity with standard concepts and procedures within the annuity industry.

Key Responsibilities

• Handle inbound calls from Financial Advisors, their assistants, and internal service partners.
• Support annuity application processing and resolve issues related to annuity purchases or corrections.
• Provide clear, accurate information on annuity products, policies, and system functionality.
• Follow established schedules and adhere to Customer Service Center Hours of Operation.
• Escalate complex issues when necessary and collaborate with internal teams for resolution.
• Maintain detailed documentation of all interactions and resolutions.
• Maintain knowledge of internal processes and system platforms related to annuities.
• Maintain knowledge of annuity products supported by the Annuity Order Entry system.
• Collaborate with internal business partners to assist with resolving escalations.

Required Qualifications

Experience: 2+ years of previous customer service experience.

Core Competencies

• Customer service skills.
• Strong written and verbal communication skills.
• Problem-solving and analytical skills.
• Ability to collaborate with others.
• Attention to detail.
• Ability to perform under pressure to meet deadlines.

Preferred Qualifications

• A bachelors degree or equivalent is preferred.
• SIE is preferred.
• Financial services or investment services experience.
• Licenses or Certifications: SIE, Series 6 and/or Series 7.
• Proficiency with MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, or Electronic Order Entry systems.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Fort Mill, SC, US

Job Type:

Date Posted:

August 10, 2026

Pay Range:

$20 - $25 per hour

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