Life, Annuity, Service Specialist – Entry Level

Jobtailor; San Antonio (TX); On-site; USD 40,000 - 62,000; Full time

Job summary

Jobtailor in the United States seeks an experienced customer service professional to assist members with life, annuity, and health product requests. The role focuses on delivering excellent service across channels while building lasting relationships.

Responsibilities include acquiring product knowledge, processing transactions accurately, and promoting additional solutions while adhering to risk and compliance standards.

Qualifications

• Up to 1 year of relevant customer service or sales experience.
• Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system
• Strong interpersonal and communication skills
• Successful completion of a job-related assessment may be required
• Experience acquiring and applying new concepts and information
• At least 6 months of Life Insurance and/or Annuity Service experience
• Current Group 1 Life/Health License
• 2+ years of customer contact experience in a call center environment where multi-tasking is required
• Experience cross selling or up-selling products
• US military experience through military service or a military spouse/domestic partner
• Must not require immigration support or visa sponsorship, including H-1B, TN, or STEM OPT Training Plans

Responsibilities

• Support company goals to become the financial services provider of choice and ensure financial security for members
• Build relationships while assisting members with life, annuity, and health product or service requests and acquisition
• Acquire and apply foundational knowledge of complex life insurance, health insurance, and annuity products
• Assist with member requests and policy changes across channels while delivering service excellence
• Ask questions to understand service requests, discover key information and life events, and document relevant information
• Use tools and resources to process transactions accurately and compliantly
• Create exceptional member service experiences while minimizing transfers, escalations, and callbacks
• Recognize member cues and opportunities to meet needs through additional products or services
• Motivate members to act on recommendations and overcome objections using basic sales techniques and developing persuasion skills
• Identify, measure, monitor, and control risks in accordance with risk and compliance policies and procedures

Skills

Life Insurance Experience

Annuity Service Experience

Customer Service Skills

Sales Techniques

Interpersonal Skills

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Bachelor's Degree in General Business

Group 1 Life/Health License

Tools

Windows Operating System

Business Applications

Job description

• Support company goals to become the financial services provider of choice and ensure financial security for members


• Build relationships while assisting members with life, annuity, and health product or service requests and acquisition


• Acquire and apply foundational knowledge of complex life insurance, health insurance, and annuity products


• Assist with member requests and policy changes across channels while delivering service excellence


• Ask questions to understand service requests, discover key information and life events, and document relevant information


• Use tools and resources to process transactions accurately and compliantly


• Create exceptional member service experiences while minimizing transfers, escalations, and callbacks


• Recognize member cues and opportunities to meet needs through additional products or services


• Motivate members to act on recommendations and overcome objections using basic sales techniques and developing persuasion skills


• Identify, measure, monitor, and control risks in accordance with risk and compliance policies and procedures

Requirements

• Up to 1 year of relevant customer service or sales experience


• Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system


• Strong interpersonal and communication skills


• Successful completion of a job-related assessment may be required


• Experience acquiring and applying new concepts and information


• At least 6 months of Life Insurance and/or Annuity Service experience


• Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university


• Current Group 1 Life/Health License


• 2+ years of customer contact experience in a call center environment where multi-tasking is required


• Experience cross selling or up-selling products


• US military experience through military service or a military spouse/domestic partner


• Must not require immigration support or visa sponsorship, including H-1B, TN, or STEM OPT Training Plans

Core Competencies

Demonstrates expertise in Life Insurance and Annuity products while providing exceptional member service and support. Proficient in navigating multiple business applications and applying risk and compliance policies to ensure accurate and compliant transactions.

Highest-signal resume keywords

• Life Insurance Experience


• Annuity Service Experience


• Customer Service Skills


• Group 1 Life/Health License


• Sales Techniques

Hard Skills

• Life Insurance


• Annuity Products


• Risk Management


• Compliance Procedures


• Sales Techniques
  
• Multi-tasking


• Documenting Information


• Processing Transactions

Soft Skills

• Interpersonal Skills


• Communication Skills


• Persuasion Skills


• Relationship Building

Certifications & Qualifications

• Group 1 Life/Health License


• Bachelor's Degree in Accounting


• Bachelor's Degree in Finance


• Bachelor's Degree in General Business

Industry Keywords

• Financial Services


• Customer Contact


• Service Excellence


• Cross Selling


• Up Selling

Tools & Technologies

• Windows Operating System


• Business Applications