Customer Service Representative

Pyramid, Inc
  • Scottsdale, AZ
  • Full-time
30+ days ago

Job Description

Immediate need for a talented Customer Service Representative with experience in the Insurance Industry. This is a 07+ Months contract opportunity with long-term potential and is located in Scottsdale, AZ. Please review the job description below. Job ID: 20-38673 Key Responsibilities and Technology Experience: Serves as a company representative and communicates with producers, back-office administration, and internal/external wholesalers. Acts as the primary NBSG post issue contact and product expert. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Receives and responds to inquiries, administration requests, and issue resolution matters. As the primary point of administration contact for customers, must communicate and coordinate with other teams or areas within NBSG and NFS, such as Actuarial, New Business, Retention, Sales, Systems, etc. Prepares and quality reviews month-end, quarter-end, and individual annual statements, as well as transactional confirmations, for policy holders and producer firms. Coordinates, reviews, approves and processes all post issue financial and non financial requests. Transactions can be very large in dollar amounts, number of policies and complexities. These transactions include, but are not limited to, large premium payments, fund transfer/reallocations, loans, withdrawals, surrenders, claims, owner/beneficiary changes, billing changes, address changes, increases, decreases and changes of insureds. Reviews licensing, coordinates and processes producer account change requests. Completes technical quality reviews/audits for new business processing and other administration transactions. Reviews include the calculation and/or validation of product features, such as enhancements, various policy charges, and riders. Responsible for rotational post-issue tasks such as daily cash balancing of premium received in the department, notifying fund houses of large trades, analyzing trading patterns, reviewing wire system, etc. Provides input in developing and maintaining procedures. May also assist in creating and enhancing procedures. Maintains a strong working knowledge of materials, rules, regulations, procedures and practices pertaining to Variable and Universal Life Insurance used to informally fund Executive Benefit Plans. Performs other duties as assigned.. Education: Undergraduate degree preferred. CLU designation is desirable. Obtain NASD Series 6 registration within 90 days. CLU designation is desirable. (If license needed, credit check applies.) Three years related experience. Variable and Universal Life Insurance or Executive Benefit plans experience a plus, but not a requirement. Must be proficient in Microsoft Excel, Microsoft Word, and Internet usage. Understanding of new business and in-force illustrations. Must demonstrate: Strong customer service, exceptional written and oral communication, problem-solving, negotiation, and decision making competencies, team player, excellent organizational abilities, high attention to detail, ability to prioritize own work within guidelines, and strong analytical skills. Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. #prof

Numbers & Facts

LocationScottsdale, AZ
Job TypeFull-time

Skills

  • Actuarial Skillsunmatched
  • Administrative Skillsunmatched
  • Analysis Skillsunmatched
  • Billingunmatched
  • CLUunmatched
  • Change Requests/Ordersunmatched
  • Compensation and Benefitsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Establish Prioritiesunmatched
  • Financial Transactionsunmatched
  • Illustrating Abilityunmatched
  • Insuranceunmatched
  • Licensingunmatched
  • Life Insuranceunmatched
  • Loansunmatched
  • Microsoft Excelunmatched
  • Microsoft Wordunmatched
  • NFS (Network File System)unmatched
  • National Association of Securities Dealers (NASD)unmatched
  • Needs Assessmentunmatched
  • Negotiation Skillsunmatched
  • Organizational Skillsunmatched
  • Pattern Analysisunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Procedure Developmentunmatched
  • Process Managementunmatched
  • Product Testingunmatched
  • Regulationsunmatched
  • Salesunmatched
  • Series 6unmatched
  • Team Playerunmatched
  • Time Managementunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder