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Senior Specialist
Great West Financial
Denver (Dtc), CO, United States
Job Details - this job has expired, please see similar jobs below
Position Highlights
Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.
The Senior Specialist Operations Support Services position is responsible for educating and answering incoming telephone inquiries regarding the hardship request process from participants, and researching and processing transactions related to the requests.
Primary Responsibilities
• Answer incoming telephone inquiries, but not limited to:
◦ Educating parties regarding the process request a hardship.
◦ Assisting parties with acquiring and completing the required forms and documentation.
◦ Addressing questions or concerns with the request process, timelines, status, etc.
◦ May also include making outbound calls.
• Transaction research and processing duties including, but not limited to:
◦ Reviewing participant information and records.
◦ Preparing correspondence related to the hardship process.
◦ Reviewing form and other request related paperwork to determine if in good order.
◦ Entering completed requests into EASY.
• Additional duties including, but not limited to:
◦ Focus on empathy and smoothly navigating the request process with customers is essential.
◦ Consistent adherence to work schedule and punctuality required.
◦ Occasional Overtime may be required.
Qualifications
Education:
• Associate's Degree in Business or equivalent work experience preferred
Registrations/Certifications/Licensing Required:
• FINRA 6 registration permitted, but not required.
• Corporate-established timelines apply to permitted registrations.
• FINRA fingerprinting required.
Other Preferred Qualifications:
• 1-2 years previous experience in a customer service and transaction processing preferred.
• Ability to work a flexible schedule Monday Friday.
Physical Requirements/Working Conditions:
• Normal Working Conditions. The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.
About Great-West Financial
At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
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