Customer Operations Senior Representative

Beacon Hill - Job Details
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Customer Operations Senior Representative

Saint Paul, Minnesota

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Full Time

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$ 22 - $ 23 per hour

Saint Paul, Minnesota

Full Time

$ 22 - $ 23 per hour

January 12, 2023

|

Job ID: 1320392_1673535199

January 12, 2023

Job ID: 1320392_1673535199

Job Summary

Job Id: 1320392_1673535199 Apply Now

Responsibilities include but not limited to:

  • Complete outbound follow-up calls to verify status of pending funds coming from other financial institutions.
  • Review applications and complete basic data entry, perform licensing checks and initial contract set-up and contact financial advisors regarding missing or clarification of information provided on annuity applications.
  • Answer inbound phone calls regarding basic status calls from financial advisors and internal sales team via our agent support line.
  • Maintain and manage all pending/follow-up cases on incoming business and communicate status to financial advisors.
  • Work independently to prioritize work items effectively to meet service standards and client needs.
  • Identify, recommend and implement changes to procedures and checklists to improve effectiveness, efficiency and quality.
1320392_1673535199

Apply Now

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™