Customer Service - Life and Annuities

Infosys McCamish
Domain: Life Insurance and Annuities
Skill: Customer Service

Senior Process Associate - Customer Service

In the role of Senior Process Associate you will be responsible for delivering accurate and courteous responses to telephone inquiries from contract owners, agents and third parties. You will utilize multiple department systems to provide accurate information and will be expected to comprehend and explain life and annuity products. You will be working in a fast-paced call center environment and during your day-to-day responsibilities, and you'll maintain a positive and professional demeanor while meeting or exceeding quality and efficiency goals.

Location for this position is Des Moines, IA.

• High School Diploma or GED Equivalent.
• At least 1 years of experience in the job description below

• Analytical skills
• Oral and written communication skills
• Call Center experience
• Ability to work autonomously in a hybrid environment
• Knowledge of the insurance industry or insurance products/procedures through a combination of experience and/or coursework
• Ability and willingness to learn multiple financial concepts and systems
• Flexibility in a fast-paced, team-oriented environment
• Organizational and follow through skills
• Sensitivity to service and quality

• Take initiative and ownership in every call and situation
• Provide answers and solutions in a manner all parties can understand
• Research information and handles return calls/other follow-up as needed
• Provide accurate quotes and creates business correspondence via paper or electronic format in a timely manner
• Navigate multiple computer systems/applications and utilizes search tools to find information
• Adhere to call guidelines
• Meet or exceeds department quality standards
• Document client life and annuity contracts by adding timely notes with the most current information so it is readily available to all other company personnel