What are the responsibilities and job description for the Client Service Advocate position at Jackson National Life Insurance?
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Job Purpose
Provides world-class customer service and support to business partners, customers, internal associates and other financial firms by responding to questions regarding product features, benefits and administrative requirements. Responsible for documentation, performing account maintenance changes and resolving basic issues.
Essential Responsibilities
- Answers incoming telephone calls from our business partners, customers and internal associates regarding new or existing Jackson accounts on one or more lines of business (e.g. new business or inforce aspects on one or more trained product lines).
- Responds to questions regarding product features, benefits, account status and transfers of assets from other financial firms.
- Effectively communicates administrative “good order” requirements, processes and procedures.
- Documents interactions with customer contacts received and initiated.
- Utilizes multiple technology-based applications simultaneously.
- Identifies and resolves basic customer service issues; escalates issues for resolution as necessary.
- Drafts and distributes requests to associates or areas using work tracking or email systems.
- Follows up with internal and external customers.
- Demonstrates strong customer service.
Other Duties
- Must meet departmental production and quality standards related to product and job levels (i.e., average daily call volume, average call handle time, target quality scores, adherence to documentation/standards, etc.).
- Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
- Ability to learn and understand features and administrative requirements for assigned product lines.
- Ability to acquire understanding of Jackson’s multiple product lines, distribution channels and organizational structure.
- Good verbal and written communication skills to interact professionally with business partners, customers, coworkers and management.
- Ability to actively listen, interpret customer requests and respond with the appropriate information.
- Ability to navigate and utilize multiple software and mainframe computer applications simultaneously to resolve customer service issues.
- Ability to work independently as well as in a team environment.
- Ability to effectively manage the demands of a high volume, image based, and phone monitored work environment.
Qualifications
H.S. Diploma or equivalent required.
College degree preferred.
1 years of customer service experience required.
FINRA Series 6 license may be required for associates servicing variable annuities and/or variable life lines of business. .
We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
