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PrincePerelson & Associates Customer Care Annuity Representative in Salt Lake City, Utah

Customer Care Annuity Rep




This position will be taking inbound calls, researching accounts, and resolving issues that arise for our customers and clients. We are looking for someone who is organized, able to multi-task and thrive in a fast-paced environment. If you are friendly and enjoy interacting with customers and can process data quickly this is a great opportunity for you. Apply Now!

Responsibilities of th e Customer Care Annuity Representative :

  • Answer 30-40 inbound calls from existing Policy Holders and Insurance Agents

  • Process all service requests for contract holders

  • Manage inquiries via phone, email or other incoming requests

  • Stay up-to-date on carrier and company policies and procedures

  • Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved

  • Adhere to established service standards while maintaining quality standards Ensure details are checked and timelines are followed closely

  • Process data in a timely fashion to ensure deadlines are met

  • Other duties as assigned

Requirements of the Customer Care Annuity Representative :

  • High school diploma or GED equivalent

  • Previous customer service experience preferred

  • Working knowledge of annuities or other financial services products is preferred, but not required

  • Extraordinary email, grammar, and written communication skills

  • Experience with Microsoft Office Suites (Outlook, Word, Excel, etc.), and the Internet

  • Excellent active listening, interpersonal, and communication skills

  • Bilingual Spanish is a plus

Perks and Benefits:

  • Medical, Dental, and Vision insurance

  • 401k matching

  • Great company culture

  • Paid time off & holiday pay

  • Opportunity for growth

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.