Americo Financial Life and Annuity · 23 hours ago
Service Specialist
Kansas City, MO
Full-time
Onsite
New Grad, Entry LevelAmerico Financial Life and Annuity is seeking a Service Specialist to join their Ozark department. This entry-level customer support position involves responding to policyholder and agent inquiries and processing customer requests with the goal of customer retention.
BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement
Responsibilities
Answer incoming policy holder and agent calls, letters and e-mails regarding billing issues, policy provisions, service questions and general client concerns while maintaining a high level of professionalism and working to establish a positive rapport with every caller
Recognize new or more complex issues and consult or forward to more experience staff
Update customer information in the database during and after each call
Review files, process requested changes and financial transactions, send correspondence with confirmation documentation
Stay updated on product knowledge, department procedures, company policies and privacy rules
Process payments by phone
Perform receptionist duties when needed
Assist with department and company projects
Update department letters and assist other departments with letters when needed
Research policy files/changes to prepare detailed client correspondence and reply to customer complaints
Qualification
Required
Basic computer skills including Windows and Microsoft Outlook, Word and Excel
Personable and professional telephone etiquette with the ability to remain courteous with customers at all times
Must be able to learn, comprehend and apply knowledge of products and procedures
Strong organizational skills
Problem solving abilities
Strong written and oral communication skills necessary
Self-motivation
High school diploma or GED required
Company
Americo Financial Life and Annuity
Americo Financial Life and Annuity is a financial services company that offers life insurance services.
Founded in 1946
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Fallon
Senior Vice President and Chief Financial Officer
Renee Platz
Executive Assistant-CIO/Sr VP-Investments
Recent News
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