Annuity & Insurance Operations Service Associate
Brokerage is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity, while leading with exceptional ideas. Brokerage can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Our DNA, our culture and our history are rooted in serving our clients.
Team Profile:
The Annuity & Insurance Operations group within the Brokerage Service Network (MSSN) provides operational and customer service support to Brokerage financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
- Establish and maintain effective relationships in order to deliver world class service to our clients.
- Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
- Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
- Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
- Meet team and department service goals established by MSSN management.
Skills required:
- Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions.
- Excellent listening and written and verbal communication skills.
- Desire to learn the insurance operations business and invest time and experience to develop expertise.
- Ability to learn quickly and apply knowledge to new situations.
- Ability to establish and maintain positive client relationships.
- Ability to diagnose and solve problems creatively.
- Ability to recognize and diffuse potential issues and/or difficult interactions.
- Ability to multitask.
Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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