Agent & Partner Services Specialist

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

Benefits offered by this job

Health insurance

ESOP

401(k) enrollment

Friday afternoons off

Paid time off

Job summary

Sammons Financial Group Inc. is seeking a customer service representative to assist agents and customers across North American channels. You will handle inbound calls with a professional, friendly approach while aligning with our shared values.

You will resolve questions about contracts, setup changes, agent retirement, commissions, and product details. The role requires excellent communication, problem solving, and the ability to work with multiple departments in a fast-paced environment.

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 consistently provide accurate information.
• Quickly interpret customer needs to ensure proper resolution.
• Ability to communicate effectively with internal and external partners.
• Knowledge of navigating multiple legacy systems and information screens.
• Strong problem solving skills.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Ability to work independently or in a team.
• Able to adapt to frequent change.

Responsibilities

• Respond to inbound calls providing support to agents and partners per policy and SLA.
• Provide accurate information on contracts, set-up, changes, and commissions.
• Submit requests via workflow systems and track progress across departments.
• Record interactions and document outcomes in account history.
• Maintain knowledge of products and procedures, and complete required training.

Skills

Customer service

Call center

Accuracy

Active listening

Communication

Legacy systems

Problem solving

Verbal communication

Written communication

Organizational skills

Teamwork

Adaptability

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Sammons Financial Group Inc. is seeking a customer service representative to assist agents and customers across North American channels. You will handle inbound calls with a professional, friendly approach while aligning with our shared values.

You will resolve questions about contracts, setup changes, agent retirement, commissions, and product details. The role requires excellent communication, problem solving, and the ability to work with multiple departments in a fast-paced environment.