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in Dallas, TX

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Hours Full-time, Part-time
Location Dallas, TX
Dallas, Texas

About this job

Description


Future-Proof Your Career Come Join SE2 as an Account Services Representative!

SE2 is a leading third party administrator for the US life and annuity insurance industry. SE2 combines it s full spectrum of innovative end-to-end business
operational services, 125 years of life insurance heritage, and a purpose-built state of the art technology platform to enhance interactions at each stage of the customer lifecycle at life and annuity insurance carriers. As one of the fastest growing business
process services companies in the country, our growth is powered by bright, dynamic and outcome driven people with a passion for customer service
It s why we hire, develop and retain exceptional people that thrive in a highly collaborative and fun environment that provides infinite opportunities for growth and advancement within a global organization.

General Accountabilities:

The Account Service Representative I will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests
for information, and conducting research and analysis in order to ensure successful outcomes when complexities arise. Representatives must deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales
representatives or client by both verbal and written communication.

Duties and Responsibilities:



  • Answers incoming calls and completes outgoing calls as needed


  • Calls include answering customer questions and providing customer support


  • Accurately and timely process customer requests that are received by mail, phone, fax or email


  • Researches and analyzes issues in order to ensure successful outcomes and or resolution


  • Develops relationships with clients and customers by becoming a dedicated resource


  • Ensures high quality and consistency to customers by processing and servicing


  • Develops broad understanding of products, services, policies, procedures, regulations and laws for effective service delivery


Requirements

Qualifications:



  • High school diploma or equivalent required, college degree and prior financial services experience preferred


  • 1 to 2 + years experience providing customer service and transaction processing support to clients


  • Previous call center experience helpful, financial services experience preferred


  • Work history which demonstrates personal growth and aptitude for advancement


  • Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software


  • Incumbents must be able to work required overtime


Consider joining our progressive team in our nationally recognized company to enjoy a competitive compensation and benefit package, including health/dental insurance, profit
sharing, 401(k), incentive/bonus payments, tuition reimbursement, and more. Visit our website at
www. SE2. com for more information. Apply by completing the online application on our website in the Career Section. EOE