Annuity Contact Center Representative III

TruStage

Customer service representative managing incoming calls related to wealth management and pension risk transfer products. Supporting Advisors and customers through effective communication.

Posted 7/6/2026full-timeMadison • Iowa, Wisconsin • 🇺🇸 United StatesJunior💰 $46,800 - $69,500 per yearWebsite

About the role

Key responsibilities & impact

Handle incoming calls from Advisors, field staff, customers or other third parties regarding individual contracts (Fixed/Variable Annuities & Pension Risk Transfers (PRT)
Diagnose issues and educate Advisors/customers on any aspect of their contract as needed
Create excellent end-to-end Advisor/customer experience by acting as a single point of contact for all servicing needs
Create a culture where the focus always remains on enhancing Advisor experience
Thoroughly document calls and corresponding details
Manage caller's emotions resulting in successful service resolution
Determine appropriate actions to resolve Advisor/Customer needs

Requirements

What you’ll need

High school graduate or equivalent work experience required
1 year of experience in a Call Center environment
Excellent communication and listening skills
High level customer service skills, with the ability to adapt to different personality types
Problem solving skills and ability to think on their feet
Ability to multi-task
Ability to interpret system information and navigate systems
Basic computer skills (internet navigation, Microsoft Office Suite)

Benefits

Comp & perks

medical
dental
vision
employee assistance program
life insurance
disability plans
parental leave
paid time off
401k
tuition reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Basic Computer SkillsInternet NavigationMicrosoft Office SuiteSystem Information Interpretation

Soft Skills

Listening SkillsEmotional ManagementAdaptability