Annuity Support- Customer Service Specialist
Annuity Support- Customer Service Specialist
Posted on :
04-08-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 47000 - 56000
Vacancy
1 Vacancy
Posted on :
04-08-2025
Job Description
The work we do has an impact on millions of lives and you can be a part of it.
Wehelp protect our customers against lifes ofwhere you work within thecompany youll behelping provide protection and peace of mind when our customers need it most.
As a Customer Support Senior Specialist for our Annuity/Retirement support team you will be the voice of Protective for our retail retirement contract owners and financial advisors. This role blends customer service problem-solving and financial acumen in a fast-paced team-oriented environment. Youll partner with internal teams and leverage technology to resolve inquiries educate customers and support our managed-money approach. This is an excellent opportunity for individuals looking to launch or pivot their careers in financial services.
This position requires that you start in-person for 6-8 weeks of training before transitioning to a Hybrid schedule.
Key Responsibilities:
- Customer Interaction:Provide high-quality customer service via phone and email to financial professionals and customers.
- System Navigation:Navigate and utilize various software tools to research contract information and deliver effective solutions.
- Documentation:Accurately document and resolve account information requests and updates.
- Customer Education:Educate customers on digital tools and self-service options.
- Transaction Processing:Process allocation change instructions within variable products.
- Performance Goals:Consistently meet or exceed individual and team performance metrics.
Skills Abilities and Knowledge Required:
- Decision-Making & Problem-Solving:Ability to evaluate information from multiple sources follow procedures and mitigate financial and fraud risks.
- Communication:Strong listening verbal and written communication skills with emotional intelligence and adaptability.
- Learning Agility:Willingness to embrace change and continuously learn new systems products and procedures.
- Dependability:Reliable attendance and punctuality.
- Technical Proficiency:Proficiency in Windows-based environments including Office 365 and Microsoft Teams.
- Client Focus:Strong client-focused mindset with an understanding of managed-money principles.
Qualifications:
- High school diploma or equivalent required.
- Associate or Bachelors degree preferred.
- 2 years experience in financial services (Life Insurance Annuities Banking Group Retirement) is highly preferred.
- 1 year of prior customer service or contact center experience required.
- Knowledge of the annuity industry is helpful.
Work Schedule & Training Details:
- Must be available MondayFriday between 7:30 AM 5:00 PM CST.
- Training schedule: 8:00 AM 4:30 PM CST.
- Hybrid work model post-training (3 days in-office 2 days remote).
$47000 - $56000 a year
Protectives targeted salary range for this position is $47000 to $56000. Actual salaries may vary depending on factors including but not limited to job location skills and experience. The range listed is just one component of Protectives total compensation package for employees.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits addition to offering comprehensive health dental and vision insurance we support emotional wellbeing through mental health benefits and an employee assistance balance is important and Protective offers a variety of paid time away benefits (e.g. paid time off paid parental leave short-term disability and a cultural observance day).The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts a pension plan and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards Protectives platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Companys benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability please email. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting retaining and growing an inclusive workforce.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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