Annuity Services Specialist – Customer Support

Morales Group Staffing; Indianapolis (IN); Presencial; USD 26.000 - 37.000; Tempo integral

Benefícios oferecidos por esta vaga

Six-month contract-to-hire

Long-term transition opportunity

Resumo da vaga

Morales Group Staffing is seeking a Customer Service Representative in Indianapolis, IN for a 6-Month Contract-to-Hire role. You will handle incoming annuity administration inquiries, prepare illustrations, and document activities in the CRM system while delivering accurate, friendly service to customers, beneficiaries and agents.

The ideal candidate has an associate degree or 3+ years of related experience, strong math aptitude, and proficiency with Excel, Word, and CRM tools.

Qualificações

• Associate degree or 3+ years of experience in life insurance/annuities is preferred.
• Experience in high-volume call centers or customer service roles is beneficial.
• Strong interpersonal and customer service skills; ability to diffuse difficult situations.

Responsabilidades

• Serve as the primary contact for annuity administration inquiries and resolve customer questions.
• Prepare annuitization illustrations and communicate living benefit payout information.
• Distribute forms and process service requests with accurate documentation in the system.
• Escalate complex issues to ensure prompt, accurate solutions.

Conhecimentos

Customer service

Communication

Multitasking

Attention to detail

Math aptitude

Formação

Associate degree or 3+ years experience

Ferramentas

CRM software

Excel

Microsoft Word

Descrição da vaga

Morales Group Staffing is seeking a Customer Service Representative in Indianapolis, IN for a 6-Month Contract-to-Hire role. You will handle incoming annuity administration inquiries, prepare illustrations, and document activities in the CRM system while delivering accurate, friendly service to customers, beneficiaries and agents.

The ideal candidate has an associate degree or 3+ years of related experience, strong math aptitude, and proficiency with Excel, Word, and CRM tools.