Hybrid Retirement Support Specialist - Meaningful Impact

Protective Life Corporation; Cincinnati (OH); Híbrido; USD 48.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with Company matching

Paid time off

Descripción de la vacante

Protective Life Corporation in the United States offers Retirement Customer Support Specialist positions focused on delivering a high-quality customer experience for retirement contract owners and financial advisors. You will handle phone and email inquiries, document requests, and resolve issues with a managed-money mindset.

The role includes training with a transition to a hybrid schedule (in-office 3 days a week, work-from-home 2 days) and potential advancement to full remote over time.

Formación

• Prior customer service or Contact Center experience preferred.
• High school diploma/equivalent required.
• An associate or bachelor’s degree preferred.
• Financial Services experience preferred.
• Annuity industry knowledge a plus.
• Proficiency in Windows-based environments (Office 365 & Teams) required.

Responsabilidades

• Communicate with financial professionals and customers via phone and email to provide a high-quality experience.
• Utilize software tools to access contract information, research products, and communicate solutions.
• Document and resolve requests for account information and updates, guiding customers to easier solutions.
• Process allocation change instructions within variable products accurately and efficiently.
• Meet or exceed individual and team metric goals.

Conocimientos

Customer service

Phone & email support

Microsoft Office 365

Microsoft Teams

Attention to detail

Educación

High school diploma/equivalent

Associate or bachelor's degree preferred

Herramientas

Microsoft Teams

Descripción del empleo

Protective Life Corporation in the United States offers Retirement Customer Support Specialist positions focused on delivering a high-quality customer experience for retirement contract owners and financial advisors. You will handle phone and email inquiries, document requests, and resolve issues with a managed-money mindset.

The role includes training with a transition to a hybrid schedule (in-office 3 days a week, work-from-home 2 days) and potential advancement to full remote over time.