Customer Operations Representative
New
S
SymetraInsurance and financial services
United StatesFull-Time
SalaryHourly Range:$22.00- $33.95plus eligibility forCompany Annual Bonus
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Job Details
- Required Skills
- Customer service
Requirements
- Experience in call center or operations.
- Strong customer service orientation and interpersonal skills.
- Clear professional communication in writing, on the phone, and in person.
- Understanding of processes and procedures for Deferred Annuity products.
- Organized, with strong follow-up skills.
- Ability to manage responsibilities and conflicting priorities concurrently.
- Motivation to research answers, learn quickly, and retain information.
- Self-motivation and initiative.
- For remote work, internet speed of at least 100 Mbps download and 20 Mbps upload.
- For remote work, use fiber, cable, or DSL internet; satellite, cellular broadband, other wireless technology, and wired dial-up are not permitted.
Responsibilities
- Review and process financial and non-financial activities for active Deferred Annuity products.
- Process withdrawals, transfers, and setup of repetitive payments.
- Contact external customers and agents by telephone or written correspondence to obtain information needed for transactions.
- Enter financial and non-financial activities into administrative systems.
- Prepare or key checks and wires.
- Develop specialized expertise in tax-sensitive financial transactions.
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