Service Sales Associate
Western Southern Financial Group, Cincinnati, Ohio, United States, 45202
divh2Customer Service
Sales Associate/h2pThe Customer Service
Sales Associate position is a full-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload./ph3Responsibilities/h3pstrongWhat You Will Do:/strong/pulliUtilizes professional license, training and experience to provide advice and make informed life insurance and/or annuity recommendations for new and/or existing customers based on client needs./liliPrepares illustrations associated with approved life insurance applications using data entry points that match the approved application./liliProvides professional and courteous service, making independent decisions regarding client requests and resolving client concerns, recognizing the need to escalate situations to management as necessary./liliReviews, researches, and/or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone, written correspondence, email, or online chat./liliConducts follow-up calls to provide additional information and/or assist with application completion as necessary./liliAnswers telephone calls from current customers regarding policy status information and provided instructions to initiate a change or transaction. This includes caller verification following documented business process and providing information that is documented and does not require independent decision making./liliConducts outbound calls to existing customers for non-sales purposes. This could include verifying/confirming information, obtaining instructions regarding an in-house service request, and premium due reminders./liliProcesses service transactions using prescribed administrative systems or peripheral systems. This could include address changes, ownership changes and disbursement requests. Transactions are keyed following documented procedures. Errors or unexpected results must be identified and escalated to manager./liliProcesses new business applications. Responsible for following business process rules and state specific rules that are documented. Identifies when application is not-in-good-order and takes appropriate steps to remediate. Authorizes issuance of in-good-order applications, including application of premium and determination of contract effective date./liliIndexes documents in imaging workflow system to accurately identify the document type. Follows procedural documents to enter data such as policy number, customer name, source of business, form type and other key identifiers/liliCompletes business processes to support licensing and appointment of producers including data entry, quality checks, training checks and license verification./liliPerforms other duties as assigned./liliComplies with all policies and standards./li/ulh3Qualifications/h3ulliHigh School Diploma or GED (Required)/liliBachelors Degree (Preferred)/liliAbility to consistently work scheduled shifts as assigned/liliDemonstrated flexibility and ability to easily shift based on business need as required/liliExcellent verbal communication skills/liliKeyboarding skills with attention to detail and high accuracy/liliAbility to follow documented procedures and execute transactions according to steps identified with low need for assistance/liliAbility to identify when documented procedures fail or produce unexpected results and escalate to supervisor accordingly./liliProficient in outlook, word, excel, access database./liliLife and Health Insurance License in home state within 45 days (Required)/li/ulpstrongWork Setting/Position Demands:/strong/pulliWorks in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings./liliRequires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis./liliRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned./liliRequires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis./liliRequires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions/liliPerforms substantial movement of wrists, hands, and fingers for continuous computer work./liliExtended hours required during peak workloads or special projects/events./li/ulpstrongTravel Requirements:/strong/pulliNone/li/ul/div
Sales Associate/h2pThe Customer Service
Sales Associate position is a full-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload./ph3Responsibilities/h3pstrongWhat You Will Do:/strong/pulliUtilizes professional license, training and experience to provide advice and make informed life insurance and/or annuity recommendations for new and/or existing customers based on client needs./liliPrepares illustrations associated with approved life insurance applications using data entry points that match the approved application./liliProvides professional and courteous service, making independent decisions regarding client requests and resolving client concerns, recognizing the need to escalate situations to management as necessary./liliReviews, researches, and/or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone, written correspondence, email, or online chat./liliConducts follow-up calls to provide additional information and/or assist with application completion as necessary./liliAnswers telephone calls from current customers regarding policy status information and provided instructions to initiate a change or transaction. This includes caller verification following documented business process and providing information that is documented and does not require independent decision making./liliConducts outbound calls to existing customers for non-sales purposes. This could include verifying/confirming information, obtaining instructions regarding an in-house service request, and premium due reminders./liliProcesses service transactions using prescribed administrative systems or peripheral systems. This could include address changes, ownership changes and disbursement requests. Transactions are keyed following documented procedures. Errors or unexpected results must be identified and escalated to manager./liliProcesses new business applications. Responsible for following business process rules and state specific rules that are documented. Identifies when application is not-in-good-order and takes appropriate steps to remediate. Authorizes issuance of in-good-order applications, including application of premium and determination of contract effective date./liliIndexes documents in imaging workflow system to accurately identify the document type. Follows procedural documents to enter data such as policy number, customer name, source of business, form type and other key identifiers/liliCompletes business processes to support licensing and appointment of producers including data entry, quality checks, training checks and license verification./liliPerforms other duties as assigned./liliComplies with all policies and standards./li/ulh3Qualifications/h3ulliHigh School Diploma or GED (Required)/liliBachelors Degree (Preferred)/liliAbility to consistently work scheduled shifts as assigned/liliDemonstrated flexibility and ability to easily shift based on business need as required/liliExcellent verbal communication skills/liliKeyboarding skills with attention to detail and high accuracy/liliAbility to follow documented procedures and execute transactions according to steps identified with low need for assistance/liliAbility to identify when documented procedures fail or produce unexpected results and escalate to supervisor accordingly./liliProficient in outlook, word, excel, access database./liliLife and Health Insurance License in home state within 45 days (Required)/li/ulpstrongWork Setting/Position Demands:/strong/pulliWorks in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings./liliRequires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis./liliRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned./liliRequires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis./liliRequires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions/liliPerforms substantial movement of wrists, hands, and fingers for continuous computer work./liliExtended hours required during peak workloads or special projects/events./li/ulpstrongTravel Requirements:/strong/pulliNone/li/ul/div