Customer Care Representative

Job Summary

A company is looking for a Customer Care Representative responsible for providing information to customers regarding retirement, life, and annuity investment products.

Key Responsibilities

• Provide exceptional customer service by answering calls and addressing inquiries about retirement, life, and annuity products
• Identify customer needs and coordinate with team members and departments to resolve issues effectively
• Document customer interactions and follow up on outstanding items to ensure timely resolution

Required Qualifications

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