Job description

Summary:

The Customer Service Representative II, New Business works collaboratively with team members, as well as independently, to accomplish daily tasks and duties, with the ultimate goal of providing excellent customer service, process new business applications received from agents and policy holders in accordance with state and federal regulations and is expected to communicate effectively, resolve issues as they arise and prioritize workflows and tasks to meet established deadlines.

Essential Duties and Responsibilities:

• Enters new applications and verifies data according to guidelines.
• Responds to agent, independent marketing organization and policy holder inquiries by clarifying desired information, researching, locating and providing follow up responses.
• Accurately updates and maintains records of all conversations and transactions in the Contact Center database.
• Prepares transfers and letters of acceptance by selecting the proper line of business according to customer requests.
• Communicates with agents and marketing organizations to ensure all new business requirements are satisfied.
• Prepares and sends contracts to Underwriting for review.
• Send out transfer paperwork and logs tracking information in the administration system.
• Supports the Policy Administration and other departments on an as needed basis.
• Actively participates and contributes to the goals and objectives.

Experience:

• Minimum 1 year of customer service experience in a call center environment preferred.
• 6 months life and/or annuity experience preferred.
• Ability to meet attendance and punctuality standards.
• Ability to learn and retain a large amount of detailed information regarding EquiTrust life and annuity products.
• Must have basic mathematical, organizational and problem solving skills and attention to detail.
• Effective written and verbal communication.
• Ability to prioritize workflows, establish and meet deadlines and manage multiple concurrent tasks.
• Ability to work effectively in a variety of situations and respond to change in a positive manner.
• Basic computer skills and the ability to navigate multiple systems and programs including Microsoft Office, proprietary systems and other technology solutions.

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Job Type: Contract

Pay: From $18.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• West Des Moines, IA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Call center: 1 year (Required)
• Customer service: 1 year (Required)
• Annuity or life insurance: 1 year (Preferred)

Work Location: One location

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