Date Posted: 11/13/2024
Hiring Organization: Rose International
Position Number: 474303
Job Title: Customer Service Rep
Job Location: Birmingham, AL, USA, 35205
Work Model: Onsite
Shift: Monday through Friday, 8:30 am - 5:00 pm (No work-from-home days)
Employment Type: Temporary
Estimated Duration (In months): 3
Min Hourly Rate($): 17.00
Max Hourly Rate($): 17.00
Must Have Skills/Attributes: Communications, Customer Safety, Microsoft Excel, Microsoft Office
Job Description
The dedicated customer service professional is responsible for providing outstanding service to most high-profile agents. The Client Service Assistant will be responsible for managing client service requests, helping to prepare for client meetings, handling new business processing, and other general administrative duties as assigned. The candidate should demonstrate a high level of organisation and attention to detail and must possess strong computer skills. The customer service professional will respond to a variety of needs to support the agent. Communication to internal New York Life departments, vendors and customers/clients will be required.
Key Responsibilities:
• Meet client service needs in the role of support staff to the financial professional
• Assist with preparing for client appointments, including putting together client paperwork, applications, and marketing materials
• Within regulatory guidelines process applications for life insurance, long-term care insurance, individual disability insurance, etc.
• Track open cases to completion and follow up as needed with the underwriting department and/or clients
• Liaison with the service centre on all service/account issues and follow up on a timely basis to resolve
• Maintain CRM software/database, keeping it current for sorting, searching, reporting, fee tracking, updating client records, new business opportunities
• Electronic client correspondence (i.e., birthday notifications, holiday notifications, client mass e-mails)
• Manage agent(s) calendar to include updating, maintaining, and scheduling client appointments and other office meetings
• Client event planning, coordination, and follow-up
Skills:
• Proficient in Microsoft Office (Word, Outlook, Excel) and willing to learn new computer systems
• Dedicated commitment to providing superior customer service with a focus on quality
• Must work well individually and as a team player
• Superior attention to detail with strong organizational skills
• Ability to prioritize, multitask and thrive in a fast-paced environment
• Ability to formulate creative ideas and to analyze, evaluate, and follow through on assigned tasks
• Excellent listening, oral, and written communication skills
• Be ethical, have a positive attitude, show empathy, and maintain a professional appearance - **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
Rose International has been great to me. I thank everyone there for all of their hard work; it has not gone unnoticed.
Melody, Consultant
Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.
Melvon, Consultant
EMPLOYEE COMMENTS