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Customer Service Associate
Prudential Securities
Dresher, PA, United States
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Description
This role is part of a larger team working in a fast-paced, customer-focused environment providing support to our Group Life customers. Within established guidelines and support, the Customer Service Associate provides information to employees who participant in their employer’s group life policy.
Responsibilities Include:
• Receive, evaluate and answer routine customer inquiries, which may require deviation from standard screens, scripts and procedures
• Uses computerized system for tracking, information gathering, providing information, routine transactions and or troubleshooting
• May answer product, account, policy and service inquiries
• Resolve problems and services by responding verbally or in writing
• May assess needs and solve/provide guidance to customer inquiries
• Accountable for explaining benefit coverage, documenting, and investigating complaints
The Life Call center is open from 8am to 8pm Monday through Friday. To be considered, candidates must have the flexibility to be able to work any of the shift times within those hours. Actual shift assignments will not be determined prior to hire.
Associates in this role are required to have FINRA licenses or to obtain licenses by passing exams (SIE, Series 6) and clear the blue sky process within 180 days of hire. A Health & Life license is also required with 180 days of hire.
This position (and training) will be located at Prudential's office in Dresher, PA.
Qualifications:
◦ Customer service experience preferred
◦ Knowledge of life insurance product features and transaction processing would be a plus
◦ Ability to think like the customer and financial professional, with a passion to deliver top quality service
◦ Strong interpersonal skills with excellent oral and written communication as well as listening skills
◦ Proven record of dependability. Punctual and reliable attendance of the service associates is critical to the success of a fast moving, inbound service center
◦ Must be receptive to detailed and frequent performance feedback
◦ Proficiency with a keyboard and window-based applications, including Internet
◦ Proven self-motivation skills
◦ Ability to excel in a team environment, as well as work well independently
◦ Organization and prioritization skills
Qualifications
◦ Prior customer service experience preferred
◦ Knowledge of life insurance product features and transaction processing would be a plus
◦ Ability to think like the customer and financial professional, with a passion to deliver top quality service
◦ Strong interpersonal skills with excellent oral and written communication as well as listening skills
◦ Proven record of dependability. Punctual and reliable attendance of the service associates is critical to the success of a fast moving, inbound service center
◦ Must be receptive to detailed and frequent performance feedback
◦ Proficiency with a keyboard and window-based applications, including Internet
◦ Proven self-motivation skills
◦ Ability to excel in a team environment, as well as work well independently
◦ Organization and prioritization skills