$40K - 60K a year
Process and analyze cases, handle sensitive customer communications, resolve inquiries, and document interactions in compliance with regulatory standards.
High school diploma required, college preferred, 1-3 years customer or financial service experience, strong communication skills, and proficiency in office software.
Description: • Process cases utilizing various workflow, administrative, and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards • Analyze cases for IGO and determine level of complexity of the request • Determine if case should be routed/handed off to other business resource based upon the complexity of the request • Contact the appropriate resource to assist in resolving the request, if NIGO • This would include contacting the member, FA (Financial Associate), internal business units, vendors or external business resources • Handles sensitive communications with customers and financial associates, which may include highly confidential information or complaints • Resolves telephone and written inquiries from internal and external customer contacts in a prompt, efficient manner, giving correct thorough responses to needs and requests • Documents calls, written communications, etc. made in an attempt to gather, or upon gathering the missing information needed to process the paperwork Requirements: • High school required • College degree preferred • One to three years prior customer service or financial service industry experience preferred • Must possess solid interpersonal, verbal and written communications skills • Proficiency in office computer software, including e-mail, word processing, and spreadsheet programs required Benefits: • various bonuses (including, for example, annual or long-term incentives) • medical, dental, and vision insurance • health savings account • flexible spending account • 401k • pension • life and accidental death and dismemberment insurance • disability insurance • supplemental protection insurance • 20 days of Paid Time Off each year • Sick and Safe Time • 10 paid company holidays • Volunteer Time Off • paid parental leave • EAP • well-being benefits • other employee benefits
This job posting was last updated on 10/13/2025