Agency Customer Service
What you can expect as an Agency Services Representative
This Person communicates verbally with agents, distribution partners, third parties and internal support departments in matters relating to agent and customer needs. Approach all interactions with the customer at the forefront, using the corporate shared values as the guide for all interactions.
What we are looking for:
- Bachelor's Degree
- Previous customer service/call center experience
- Must have the ability to learn and maintain a working knowledge of multiple companies and multiple lines of business
- Ability to consistently provide accurate information
- Quickly and accurately interpret the needs of the customer to ensure proper resolution
- Must have the ability to communicate effectively and tactfully with internal and external business partners
- Must have knowledge of and ability to maneuver through multiple legacy systems and information screens
- Strong problem solving skills and ability to resolve complex situations, including identifying necessary resources
- Excellent verbal and written communication skills
- Must have strong organizational skills
- Ability to work efficiently and independently or in a team environment
- Able to adapt to frequent change
Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.
What you can expect when you join Sammons Financial Group:
- A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture
- A healthy balance between work and personal life to do your best work. Workplace flexibility options may be available.
- Friday afternoons off, competitive Paid Time Off, volunteer time off and a generous number of paid holidays!
- Great benefits including medical, dental, vision, wellness, charitable giving programs, education assistance... to name a few!
- A generous, 100% company funded, Employee Stock Ownership Retirement Plan!
- A casual dress code, including jeans!
Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.
What you can expect when you join Sammons Financial Group:
- A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture
- A healthy balance between work and personal life to do your best work. Workplace flexibility options may be available.
- Friday afternoons off, competitive Paid Time Off, volunteer time off and a generous number of paid holidays!
- Great benefits including medical, dental, vision, wellness, charitable giving programs, education assistance... to name a few!
- A generous, 100% company funded, Employee Stock Ownership Retirement Plan!
- A casual dress code, including jeans!
- Pay Range for Agency Customer Service:$31,785 - $66,220 . Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
- Sammons Financial Group offers incentive programs for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
- Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.