The Inforce Service Team is hiring a Customer Operations Specialist to join our Team. The selected candidate would join our Inforce Service Team and play an important role of providing service and support to our customers and channel partners.
Responsibilities include but not limited to:
Respond to our customers; contract holders, channel partners, distribution partners and third parties requesting information on annuity contracts, annuity products, policies and procedures.
Provide customers with information and support on pending, administrative and transaction requests.
Provide assistance with current contract information, values and quotes.
Research and provide recommendations on accommodations that are requested by our channel and distribution partners.
Facilitate administrative requests (address changes, beneficiary changes, ownership changes, etc.)
Assist our customers with our website, including navigation, transaction processing and troubleshooting.
Commit to continuous self-improvement to continue to expand your product and service skills.
Series 6 or the ability to obtain within 6 months of start date.
Must have Individual Life Insurance or Annuity experience.
Excellent verbal communication skills presenting a friendly and professional manner at all times.
Ability to manage multiple tasks.
Strong attention to detail, maintaining accuracy while meeting deadlines.
A genuine commitment to providing a positive service experience.
Effective written communication skills, providing grammatically correct and concise correspondence.
Self-initiative in using available resources for researching and responding to customer questions, demonstrating strong problem-solving skills and attention to detail.
Working knowledge of annuity products and procedures.
Ability to work quickly and accurately under pressure.
Ability to work well independently and as a team member.
Be a contributing member of a team partnering with co-workers across the department to provide better service to our customers, offering recommendations for improving how we do business.
Ability to work overtime upon request.
Strong and collaborative team player.
Securian Individual Annuity product knowledge.
Previous experience working in and navigating Salesforce.
Working knowledge of annuities life cycle, from issue to pay out.
Physical Job Requirements:
Ability to work at least 40 hours per week.
Ability to utilize keyboard, mouse and computer for approximately 1-4 hours per day.
Ability to utilize telephone for approximately 1-4 hours per day
Securian Financial has been around for 140 years. We’re committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There’s a reason our employees have voted us as a best place to work year after year! In addition:
Generous paid time off. We want you to take time off for whatever matters most to you!
Tuition reimbursement program. We value continuous learning at Securian!
Company-funded pension plan as well as 401K retirement plan – great resources to secure your financial future.
Continuous opportunities for new challenges.
Variety of health plan options as well as dental and vision plans.
Paid maternity/paternity leaves.
Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone 651-665-5522 (voice), 711 (telecommunications relay), or by email at EmployeeRelations@securian.com.
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