Senior Customer Experience Specialist – Annuity Operations

Job not on LinkedIn

November 20

Apply Now

Receive Emails with Similar Jobs

Protective Life

WebsiteLinkedInAll Job Openings

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

1001 - 5000 employees

Founded 1908

💸 Finance

📋 Description

• Process and manage requests such as financial changes, address updates, EFT changes, beneficiary updates, and court-ordered payment redirections • Review and verify data accuracy, ensure proper transaction setup, and approve payment releases within authority limits • Handle payment issues including returns, cancellations, and stop payments while meeting or exceeding team and individual goals • Deliver exceptional customer service via phone and written correspondence to brokers, offices, annuitants, agencies, and attorneys • Support system improvements and training by recommending upgrades, participating in development, testing, and ongoing learning

🎯 Requirements

• 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field • Minimum six months in a production environment, meeting goals and adapting to fast-changing conditions • Strong communication, customer service, problem-solving, and teamwork abilities • Master multiple systems and information repositories to process cases accurately and efficiently • Takes responsibility for workloads, ensures consistent communication, and maintains productivity and quality above team standards

🏖️ Benefits

• Comprehensive health, dental and vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards platform to improve wellbeing while earning cash rewards