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Customer Service Representative (Fliac)

Expired Job

Foresters Financial Services, Inc. Edison , NJ 08817

Posted 3 months ago

COMPANY DESCRIPTION:

Foresters Financial is a financial services firm with administrative and operations offices located in Edison, NJ and on Wall Street and regional sales offices located nationwide.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Process all types of life and annuity Inforce service work in a timely and accurate manner, such as beneficiary changes, loans, surrenders, address changes, mode changes, reinstatements, representative changes, premium payments, conversions, 1035s, etc.

  • Must meet established service standard for processing service work and answering telephone calls from policyholders and representatives in a call center environment.

  • Assist in the preparation of 1099s and 5498s.

  • Maintain customer files.

  • Prepare client and representative correspondence.

EDUCATIONAL AND PHYSICAL REQUIREMENTS:

  • High School diploma or equivalent required.

  • College degree or equivalent work experience preferred.

  • Lifting of and carrying office files of up to 15 pounds.

EXPERIENCE AND BACKGROUND REQUIREMENTS:

  • Series 6 licensing must be obtained within 3 months of employment

  • Must possess a general understanding of Foresters Life Insurance and Annuity Company's various departments, functions and products within 6 months of employment

  • Proficient in Microsoft Word and Excel with accurate data entry skills

  • Excellent, demonstrated verbal and written communication skills

  • Ability to multi-task and work in a fast paced, deadline driven team environment

  • Must be customer focused

  • Ability to work overtime as needed

Foresters Financial is an Equal Opportunity Employer.


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Customer Service Representative (Fliac)

Expired Job

Foresters Financial Services, Inc.