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| Job Category : | Business |
| Company Name: | Hiregy |
| Position Name: | Financial Services – Customer Support – Hybrid: WFH/Onsite ($16-22) |
| Location : | Tampa, FL 33609 |
| Job Description : | Hi there! Thanks for applying. If you do not have the Financial Services background they are requiring we will consider you for their other Hybrid CSR Roles at $16-$18/hourly.Job ID 16146Job title: Customer Service Representative (CCC Annuity Team)Location: Clearwater, 33759 – HybridHybrid: WFH options after training based on job performance, typically every-other week (1) week WFH / (1) week onsitePay: $22.00/hrHours: Monday – Friday, 7:30am – 6:05pm (8 hour shift)Type: Contract to HireBenefits during the contract period: https://bit.ly/3uXokX2Hiregy Associate perks: https://bit.ly/38aBuGwCareer outlook: Excellent! This company is rapidly growing and there will be room to grow with themJob Duties: Handle inquiries professionally, accurately and completely primarily over the phone while establishing and maintaining a high level of customer service.Use various internal systems, web-based software and other available tools to provide the most accurate and up to date information to internal and external customer base.Research and respond to outstanding items, errors, application and contract discrepancies, and processing delaysProcess all service requests for policyholdersProvide the most accurate and up to date information and/or follow proper procedure to route the call or request when necessary. Follow up as needed.Maintain excellent working knowledge of company policy and procedures.Defuse difficult calls and escalate when necessary.Complete, concise and opinion free documentation of calls when applicable.Adhere to established CCC Quality Standards while maintaining an acceptable quality standardNice to have: Working knowledge of Annuities, Non-Qualified, IRA, Roth IRA and SEP IRA plan types are preferred.Understanding of IRS rules and regulations pertaining to retirement plans and annuities is preferred.Requirements: Previous Call Center experience preferred.Previous experience in financial services/banking requiredWritten, verbal and interpersonal skills required for daily interaction with internal and external customers.Organizational skills and ability to multitask and prioritize in a fast-paced work environment while adapting to change in both the environment and workflows.Accurate data entry capabilities with minimal errorsWorking knowledge of Microsoft Office productsProven ability to maintain good working relationships with coworkers, internal, and external customers, as well as the ability to defuse irate callers and resolve difficult callsMust maintain acceptable attendance and demonstrate the ability to function as a reliable member of operationsHigh School Diploma requiredBackground Check requiredJob Type: Full-timePay: $16.00 – $22.00 per hourSchedule:8 hour shiftMonday to FridayEducation:High school or equivalent (Preferred)Experience:financial services call center: 2 years (Preferred)call center: 2 years (Preferred)Work Location: One location |
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