Annuity Support Specialist

TEKsystems; Fort Mill (SC); Hybrid; USD 28,000 - 39,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability coverage

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Leave

Job summary

TEKsystems in Fort Mill, SC is seeking a customer-focused Customer Service Representative to support financial services clients and deliver an exceptional service experience. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and is passionate about client service.

This contract-to-hire role offers a hybrid work arrangement in Fort Mill, with opportunities to handle annuity applications, resolve issues, and collaborate with internal teams to ensure timely

Qualifications

• 2+ years of customer service experience for a financial services company.
• Strong verbal and written communication skills.
• Excellent problem-solving and analytical abilities.
• Strong attention to detail and organizational skills.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Proven ability to collaborate and work well within a team.

Responsibilities

• Handle inbound calls from Financial Advisors, assistants, and internal service partners while delivering world-class customer service.
• Support annuity application processing and resolve issues related to annuity purchases, transfers, and corrections.
• Provide accurate and timely information regarding annuity products, policies, procedures, and system functionality.
• Process annuity transactions through the organization’s annuity order entry platform.
• Research and resolve inquiries while ensuring a positive customer experience.
• Escalate complex issues as appropriate and collaborate with internal teams to ensure timely resolution.
• Maintain detailed documentation of client interactions, inquiries, and resolutions in accordance with company policies and regulatory requirements.
• Develop and maintain a strong understanding of annuity products and be able to explain key features, benefits, and differences among available offerings.
• Follow established schedules and adhere to customer service center operating hours.
• Partner with internal stakeholders to address escalations and adapt to operational, procedural, and compliance-related changes.
• Contribute to continuous improvement efforts that enhance service quality and operational efficiency.

Skills

Customer service

Financial services

Problem-solving

Attention to detail

Teamwork

Communication

Job description

TEKsystems in Fort Mill, SC is seeking a customer-focused Customer Service Representative to support financial services clients and deliver an exceptional service experience. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and is passionate about client service.

This contract-to-hire role offers a hybrid work arrangement in Fort Mill, with opportunities to handle annuity applications, resolve issues, and collaborate with internal teams to ensure timely