Representative (9253BR) Cleveland, Ohio

Under the direction of the Manager, the representative must work to achieve the desired goals set forth and produce results by working independently and with other team members of the Fixed Inforce Annuity team to deliver efficient, accurate, and exceptional service to both internal and external customers via phone. 1) Establish high quality customer relationships using informational resources and own technical knowledge to respond to internal and external inquiries. 2) Assist in the execution and processing of routine administrative transactions, including the input of data into the administrative system in order to transact policy changes at point of call. 3) Within guidelines and procedures, transact routine financial and non financial activity on client accounts with both expediency and accuracy. 4) Develop and maintain working knowledge of administrative and mainframe systems needed to process service functions. 5) Assist team members on a daily basis to complete unfinished work in order to meet departmental and regulatory standards. 6) Develop and maintain a working knowledge of all Fixed Annuity and Income Annuity Products and Services, qualified and non-qualified plans, product options and features, state regulatory and departmental standards and goals. 7) Develop and maintain working knowledge of all administrative and mainframe systems need to process transactions 8) Other duties as assigned.

1) 1-2 years experience 2) Strong accountability and customer service skills to provide exceptional service. 3) Strong oral and written communication skills 4) Strong Soft-skills and professional demeanor for all interaction with customers both internally and externally. 5) Proficient PC skills including, data entry, Word, Excel, Lotus Notes with the ability to navigate multiple applications during call handling. Individual will be required to utilize multiple systems to access policy information, payment info/history, withdrawal history, etc. 6) Proven ability to work in a fast paced environment with attention to detail, as individual will be handling inbound phone calls and multi-tasking navigation through numerous applications. 7) Ability to adapt to change quickly and work independently.

1) Bachelor's Degree preferred 2) 1-2 years experience in insurance or investment industry is preferred.