Customer Care Representative

Job Summary

A company is looking for a Customer Care Representative - Employee Benefits.

Key Responsibilities

• Provide accurate information to customers regarding retirement, life, and annuity investment products
• Identify customer needs and offer personalized service, collaborating with team members for complex issues
• Document inquiries and actions taken, ensuring timely follow-up on outstanding items

Required Qualifications

• Associate's degree in a business field or equivalent experience
• Three years of call center or customer service experience, or one year in the financial services industry
• Ability to work independently and as part of a team
• Proficiency using MS Office tools
• Understanding of retirement, life, and annuity investment products is preferred