Agency Services Specialist: Client Support

Sammons Financial Group Inc.; West Des Moines (IA); On-site; USD 35,000 - 66,000; Full time

Benefits offered by this job

Health coverage

ESOP

401(k)

Fridays off

Paid time off

Tuition reimbursement

Professional development

Volunteer time off

Job summary

Sammons Financial Group in the United States seeks a customer service professional to respond to inbound calls from agents, partners, and customers, delivering accurate information with a professional, friendly approach. The role requires learning multiple company lines, navigating legacy systems, and meeting quality standards while providing timely, courteous support.

You will engage with cross‑department teams, stay updated on product changes, and contribute to service improvements.

Qualifications

• Bachelor's degree preferred.
• Previous customer service/call center experience preferred.
• Ability to learn and maintain knowledge of multiple companies and lines of business.
• Ability to provide accurate information.
• Strong communication skills, both verbal and written.
• Experience navigating legacy systems and information screens.
• Organizational skills and ability to work independently or in a team.

Responsibilities

• Respond to inbound calls and provide support to agents and customers.
• Provide accurate information on account status, setup changes, beneficiary designation, commissions, and tax documents.
• Submit requests via workflow system and adhere to SLA/quality standards.
• Record interactions and maintain clear account histories.
• Collaborate with multiple departments to resolve issues and improve processes.
• Navigate systems and MS Word/Excel/Outlook to complete tasks.

Skills

Customer service

Communication

Problem solving

Organization

Independent work

Teamwork

Adaptability

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Sammons Financial Group in the United States seeks a customer service professional to respond to inbound calls from agents, partners, and customers, delivering accurate information with a professional, friendly approach. The role requires learning multiple company lines, navigating legacy systems, and meeting quality standards while providing timely, courteous support.

You will engage with cross‑department teams, stay updated on product changes, and contribute to service improvements.