Customer Support/Account Rep - Sr
South Jordan, UT
The Insurance Team within the Brokerage Service Network (MSSN) provides Annuity and Insurance Operations support to Brokerage financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, continuing education, insurance carrier appointments, order entry system support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Establish and maintain effective relationships in order to deliver world class service to our clients. Handle incoming phone calls from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services. Utilize various internal and external resources and tools to provide information and resolve issues. Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. Meet team and department service goals as established by MSSN management.
" Attention to detail
" Ability to multi-task and manage time effectively
" Ability to establish and maintain positive client relationships
" Ability to diagnose and solve problems creatively
" Ability to recognize and diffuse potential issues and/or difficult interactions
" Excellent communication (written and oral) and listening skills
" Desire and ability to learn quickly and apply knowledge to various situations
" Minimum 6 months call center or phone interaction experience
" Bachelor's degree or minimum 2 years financial industry experience
" Current or past Series 7 or insurance licensure preferred, but not required
" Bachelor degree preferred
Brokerage is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.