Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members for complex issues and situations.
Locate/research information using multiple systems/technologies.
Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
Learn and maintain a proficient understanding of products, procedures, and systems.
Achieve department metrics and expectations.
Participate in a team based environment to achieve department goals.