Associate II/III and Specialist - US Voice Process

SE2; Gurugram District; On-site; INR 300,000 - 420,000; Full time

Job summary

SE2 is seeking a customer service professional specializing in annuity and life products to provide high-quality phone support and handling contract-level transactions. You will research issues, communicate clearly, and become a trusted resource for clients and sales reps.

Applicants should have strong communication skills, 2–5 years of call center experience, and the ability to work overtime as required. A high school diploma or equivalent is required, with college degree preferred.

Qualifications

• 2 to 5 years experience providing customer service and transaction processing support
• Excellent communication skills both oral and written
• Requires strong organizational skills and attention to detail
• Candidates must be able to work required overtime

Responsibilities

• Provide high quality, individualized phone support to customers and sales representatives
• Process requests for information and conduct research to resolve complexities
• Answer incoming calls and complete outgoing calls as needed
• Handle contract level service requests including applications, billings, purchases, transfers, redemptions, claims and more
• Communicate clearly, both verbally and in writing, with customers, sales representatives, and clients
• Develop relationships with clients by becoming a dedicated resource
• Ensure high quality service delivery through accurate and timely servicing
• Build understanding of products, services, policies, and regulations to aid service delivery
• Research issues to ensure successful outcomes and resolutions
• Provide prompt and accurate resolution of issues

Skills

Customer service

Call center experience

Communication skills

Attention to detail

MS Office

Education

High school diploma

Tools

MS Office

Job description

WHO YOU ARE:

You are a customer service professional specializing in Annuity and Life Products with effective oral, written, and interpersonal communication skills. You have a desire to grow personally and professionally with an aptitude for advancement. You enjoy working effectively with your teammates and enjoy developing relationships with clients and customers by becoming a dedicated resource.

WHAT YOU'LL DO

• Associate II, Insurance Platforms will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis 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.
• Answers incoming calls and completes outgoing calls as needed
• Calls include answering customer questions and providing comprehensive customer support
• Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
• Researches and analyzes issues 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
• Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

WHAT YOU'LL NEED:

• High school diploma or equivalent required, college degree and prior financial services experience preferred
• 2 to 5 years experience providing customer service and transaction processing support
• Minimum 2 years of call center experience
• 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
• Requires strong organizational skills and attention to detail
• Excellent communication skills both oral and written
• Candidates must be able to work required overtime