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Customer Operations Senior Representative

Full-Time

Beacon Hill Staffing Group

Customer Operations Senior Representative
Saint Paul, Minnesota
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Job Id: 1309464_1673360115
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Responsibilities include but not limited to:

  • Complete outbound follow-up calls to verify status of pending funds coming from other financial institutions.
  • Review applications and complete basic data entry, perform licensing checks and initial contract set-up and contact financial advisors regarding missing or clarification of information provided on annuity applications.
  • Answer inbound phone calls regarding basic status calls from financial advisors and internal sales team via our agent support line.
  • Maintain and manage all pending/follow-up cases on incoming business and communicate status to financial advisors.
  • Work independently to prioritize work items effectively to meet service standards and client needs.
  • Identify, recommend and implement changes to procedures and checklists to improve effectiveness, efficiency and quality.

1309464_1673360115

Apply Now

Apply Now