Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Customer Service Representative (CSR) are responsible for processing qualification reports, employment application documents and conducting qualification-related activities for job applicants on behalf of our clients and communicating hiring decisions to our clients in a timely and professional manner. Organization and follow-through are necessary in this position. Normal operating hours for this position are Monday through Friday, 8:00 AM to 5:00 PM.
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. This position will be working primarily indoors. Auto and air travel hazards may apply.
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