Solutions Center Representative – Private Retirement

Solutions Center Representative

As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key responsibilities include:

• Handling inbound calls from members, partners and financial professionals
• Interpreting policy changes and providing expert guidance
• Maintaining records and using insights to enhance customer relationships
• Ensuring compliance with industry regulations and company policies
• Educating customers on financial implications, penalties, and plan benefits
• Striving for first-call resolution and collaborating with internal teams on escalated cases when needed
• Participating in career development and goal-setting sessions

Qualifications include:

• Education: High school diploma or equivalent is required; recent degree in finance, business, insurance, economics, or communications preferred
• Experience: 1+ year in customer service or sales
• Skills:
  • Knowledge of various insurance products and the sales process
  • Solid understanding of legal implications of certain product features in different states
  • Strong communication and problem-solving abilities
  • Computer proficiency

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.