Int Case Manager- Work from Home (Call Center Environment)

Job Family Customer Service

About Us

At reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there. Who We Are We reputed company everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from reputed company walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people reputed company the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, reputed company up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. reputed company Do reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, reputed company, international financial reputed company serving approximately 23.9 million customers worldwide.* For more information, visit reputed company.com .

Job Description

Summary Provide the highest level of personalized service to financial advisors by maintaining consistent and satisfactory relationships that help increase sales, retention, and market share.

Job Description

Responsibilities

• Work with assigned advisors to process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution. Provide post issue support as required.
• Complete suitability review for annuity applications using system tool and set criteria for making decisions. (For roles supporting annuity products)
• Submit cases which are reputed company of the set criteria to be reviewed by Compliance for exception consideration.
• Assist with escalated case review and resolution.
• Organize and prioritize workload to ensure case is processed, issued, and reputed company in a timely manner while managing agent expectations.
• Answer inbound calls and emails from advisors and field offices; provide superior service that demonstrate ownership, follow-through, and a positive tone.
• Communicate and correspond reputed company phone and email with agents to obtain supplemental information, to explain requirements and to reputed company updated on pending business.
• Proactively provide updated information regarding status of contract, outstanding requirements, and transaction explanations. Use critical thinking skills to address unusual situations; escalate concerns and/or reputed company cases as necessary.
• Process transactions; meet speed of service and quality goals for each task function.
• Interact with teams across functional areas to facilitate timely responses to actions pending.
• Follow up with agents on policy delivery requirements to ensure policy is reputed company reputed company specified timeframes.
• Provide information on a variety of reputed company agent service issues requiring knowledge of insurance products and transactions with a focus on agent satisfaction, quality, and efficiency. Consult with other departments as necessary.
• May assist in training new employees.

Qualifications

• Associate’s degree in a business field or equivalent education/experience
• Three years of financial services operations or reputed company industry experience
• Understanding of annuity suitability review (For roles supporting annuity products)
• Excellent communication skills that are clear and professional – both written and verbal
• Strong customer service orientation with the ability to think as the customer and respond to advisors with a sense of urgency and professionalism
• Strong problem-solving, decision-making, and critical thinking skills
• Attention to detail and the ability to multi-task
• PC skills for data entry, documentation, and navigation reputed company multiple systems
• Proficiency using MS Office

Preferred Qualifications

• Service delivery knowledge of pre and post issue workflows/timelines

Working Conditions

• Remote Call Center Environment ( up to 50 calls a day)

Compensation

The hourly reputed company for this position generally ranges between $20.00 - $25.00 per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. #LI-HR1 This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to reputed company job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. reputed company Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation

Benefits

• reputed company
• Bonus for Eligible Employees

Benefits

Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity We reputed company our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, reputed company Thomas Adoption Friendly reputed company, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, reputed company offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to reputed company employees. They provide a supportive environment to help us reputed company appreciate our similarities and differences and understand how they benefit us reputed company. Giving Back We reputed company our responsibilities reputed company beyond our corporate walls. That's why we created the reputed company reputed company Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. reputed company’s Parent Company reputed company acquired the reputed company business in 1999. Since its start in 1844, reputed company has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

• As of December 31, 2023

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