Customer Service Representative II
Thermo Fisher Scientific
Customer Service Representative, Annuity Inforce Processing
Thrivent
full-time
Posted on:
Location Type: Remote
Location: Remote • Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $18 - $25 per hour
Job Level
Junior
About the role
- Process cases utilizing various workflow, administrative, and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards
- Analyze cases for IGO and determine level of complexity of the request
- Determine if case should be routed/handed off to other business resource based upon the complexity of the request
- Contact the appropriate resource to assist in resolving the request, if NIGO
- This would include contacting the member, FA (Financial Associate), internal business units, vendors or external business resources
- Handles sensitive communications with customers and financial associates, which may include highly confidential information or complaints
- Resolves telephone and written inquiries from internal and external customer contacts in a prompt, efficient manner, giving correct thorough responses to needs and requests
- Documents calls, written communications, etc. made in an attempt to gather, or upon gathering the missing information needed to process the paperwork
Requirements
- High school required
- College degree preferred
- One to three years prior customer service or financial service industry experience preferred
- Must possess solid interpersonal, verbal and written communications skills
- Proficiency in office computer software, including e-mail, word processing, and spreadsheet programs required
Benefits
- various bonuses (including, for example, annual or long-term incentives)
- medical, dental, and vision insurance
- health savings account
- flexible spending account
- 401k
- pension
- life and accidental death and dismemberment insurance
- disability insurance
- supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- paid parental leave
- EAP
- well-being benefits
- other employee benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
workflow systemsadministrative systemsLOB systemscase analysiscomplexity determinationdocumentationcustomer servicefinancial service experience
Soft skills
interpersonal skillsverbal communicationwritten communicationproblem-solvingcustomer interactionconfidentiality handling
