Minnesota Licensed Customer Care Professional

A company is looking for a Customer Care Professional specializing in Annuities. Key Responsibilities Handle inbound calls regarding annuity contracts, addressing inquiries and service requests from consumers and agents Utilize online resources to educate and process requests for highly regulated products while ensuring compliance with privacy policies Provide excellent customer service, manage complaints, and follow up to ensure resolution of issues Required Qualifications High school diploma or equivalent; additional education in finance or insurance is a plus Entry-level position; prior customer service experience preferred Familiarity with insurance products, particularly annuities, is advantageous Ability to work in a fast-paced environment and meet established metrics Knowledge of HIPAA and state/federal regulations related to privacy and compliance

Mar 21, 2025 - 15:10

A company is looking for a Customer Care Professional specializing in Annuities. Key Responsibilities Handle inbound calls regarding annuity contracts, addressing inquiries and service requests from consumers and agents Utilize online resources to educate and process requests for highly regulated products while ensuring compliance with privacy policies Provide excellent customer service, manage complaints, and follow up to ensure resolution of issues Required Qualifications High school diploma or equivalent; additional education in finance or insurance is a plus Entry-level position; prior customer service experience preferred Familiarity with insurance products, particularly annuities, is advantageous Ability to work in a fast-paced environment and meet established metrics Knowledge of HIPAA and state/federal regulations related to privacy and compliance