Financial Services Inbound Support Specialist

TEKsystems; West Des Moines (IA); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement plan

Employee stock purchase

Paid holidays

Onsite fitness center

Tuition assistance

Paid Time Off

Job summary

TEKsystems in West Des Moines, IA is seeking a customer service-oriented professional to handle inbound calls and educate clients on our financial products. You will process requests from agents, policy owners, and third parties, ensuring accurate policy information is communicated and documented during each interaction.

The role requires strong multitasking across systems, clear written and verbal communication, and the ability to learn product details quickly.

Qualifications

• 1+ years of customer service experience required.
• Ability to optimally handle heavy call volumes and meet attendance and punctuality standards.
• Ability to multi-task and navigate multiple administrative systems required.
• Effective verbal and written communications, with proven success explaining concepts and processes to a diverse customer base.
• Ability to learn and retain a large amount of detailed information within a short period of time.
• Please lock down candidates on NOT applying or interviewing at Athene in the past year.

Responsibilities

• Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries.
• Educate customers on products and answer questions related to the company's products such as changes, tax consequences, state regulations, claims, etc.
• Receives and processes requests from agents, policy owners, and third parties via incoming calls.
• Documents and provides information regarding individual policies including beneficiary information, explanation of values, terms and conditions.
• Processes a variety of transactions including address changes, beneficiary changes, partial withdrawals, replacements, ownership changes, etc.
• Formulates correspondence with customers through various communication channels and takes initiative to be a solution seeker.

Skills

Call center

Customer service

Job description

TEKsystems in West Des Moines, IA is seeking a customer service-oriented professional to handle inbound calls and educate clients on our financial products. You will process requests from agents, policy owners, and third parties, ensuring accurate policy information is communicated and documented during each interaction.

The role requires strong multitasking across systems, clear written and verbal communication, and the ability to learn product details quickly.