Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Blueprint Income Service Specialist, Full-time Remote
The Opportunity
The Client Services Annuity Specialist in Blueprint Income is exciting and growing Service and Operations department. Primary responsibility will be phone coverage for service department. Other responsibilities will include email and chat support, processing and case management responsibilities.
The Team
Blueprint Income is a leading fin-tech in the annuities market, acquired by MassMutual in early 2021. Blueprint Income uses technology to build the next generation of retirement income products that enable Americans to retire with more security for less money. Our online platform enables the purchase of simple annuities from 30 insurers directly by consumers.
Culturally, we are a small team of individuals with a strong inclination for collaboration and learning, and we are a fun, friendly, caring and high-performance team.
The Impact:
We are looking for new members on our Service team to help us capitalize on this next phase of growth. You will talk to our customers throughout the day and guide them through the sales and new business process as they apply for Annuity products.
You will also assist them with any support they need after their policies have been issued. Behind the scenes you will interact with the Operations and Service team to keep their business flowing smoothly. This includes things like collaborating with our processing and sales team, updating systems and proactively handling all our customer’s needs.
This role requires attention to detail, curiosity to problem solve and improve processes. We like to say that we are improving the plane as we are flying it. A continuous improvement attitude and mindset is required.
By providing a superior service experience and improving our business you are reinforcing our customer’s decision to trust Blueprint Income and our carriers with their hard-earned retirement savings. Through this trust and support we are helping our customers find financial freedom, protect their savings and plan for the future.
The Minimum Qualifications
Associates Degree
1 Annuity Industry experience
1 year Financial Services or Insurance experience
1 year Customer Service experience
The Ideal Qualifications
4 year College degree
2 years financial services or insurance experience
2 years customer service experience
Advanced computing and typing skills
Insurance producer license or equivalent designations
Startup experience
Agile project management experience
What to Expect as Part of MassMutual and the Team
Focused one-on-one meetings with your manager
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.Clear All
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