Principal Responsibilities:
Provide service to
annuity
customers who possess a policy by responding to requests via telephone regarding insurance and other financial service products and benefit plans.
Research and respond to requests and discuss options regarding various aspects of the policy; for example, status of claims, policy provisions, values, basic procedures, etc.
Process transactions and fund transfers and refer requests for other policy modifications to appropriate areas for processing.
Efficiently access multiple electronic systems to provide complete response.
Work at all times to enhance and strengthen the relationship between the customer and our clients.
Support special campaigns as needed, or if solicited by the customer.
DXC associates are expected to perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and quality service skills.
Required Competencies:
*** FINRA Series 6 preferred, but must
obtain
as job requirement
blended self-study and on the job training provided ***
Demonstrated ability to learn quickly and willingness to obtain functional knowledge and understanding of company products as well as administrative, claims, underwriting and marketing organizations.
Excellent oral & written communication skills.
Superior telephone etiquette.
Excellent listening skills and ability to articulate ideas.
Ability to understand and respond clearly to customers in a dynamic, fast-paced environment while promoting a quality image of our clients
Demonstrated ability to work in a team environment to improve the delivery of service to internal and external customers.
Strong organizational skills.
Demonstrated ability to manage stress.
Strong computer skills.
Ability to 'think out of the box' to generate innovative process improvements.
Strong math and analytical skills.
HS Diploma required
Work Environment
Remote work within the United States of America.