Account Services Specialist - FLAIR

TEKsystems
$18.00 - $23.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Minnesota, Minneapolis
Jan 25, 2025
Description Exclusive opportunity with Financial Institution located in Golden Valley, MN. We are looking to add a new team member to support New Business Applications for Annuities and additional Support to Policies Inforce. Training will be on site for a minimum of 4 weeks and then become Hybrid. 3 days in office and 2 days remote. This could go longer, depending on how training is retained. This position is open due to a backfill. We recently had 9 consultants go permanent! This is a blend of completing tasks and providing customer service to Financial Advisors who are submitting the applications for Annuity products. Phone work is required, No Customer contact but you will be expected to speak with Financial Advisors that will communicate with customers. Most of the communication is through email and a couple of phone calls, if customer/client prefers. Working with Broker Dealers, FMO's, and internal partners. We really would like to see candidates that are NOT afraid to pick up the phone and walk through the Financial Advisors issues. Typical Day - processing and accuracy is very important. Number of tasks processed per day could be as much as 50 items. Easier items would require less research, investigative work, etc. When working the more difficult tasks, processing 25 items daily would be expected due to the amount of time spent in discovery. Work Environment / Department Info - New Business Annuity (Variable and Fixed). Applications are being sent to this team from Field Reps (Financial Advisors). Each application needs to be reviewed and sent back if there are errors or items missing. The field reps are working directly with customers and the field reps rely on you to get the application approved and in force! Skills data entry, file processing, administration support, customer service, Support, Call center, Customer support, Technical support, Client services, sales support, Order entry, Clerical, Microsoft office, Administrative support, Administration, Scanning, Inbound call, Financial services, life insurance, annuities, annuity, phone support Top Skills Details data entry, file processing, administration support, customer service Additional Skills & Qualifications HS Diploma 2+ years of recent professional corporate experience Prefer College Graduate and Financial Services experience Hiring Manager did state that Customer Service Call Center would work as well. Experience Level Expert Level Pay and Benefits The pay range for this position is $18.00 - $23.00 Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Minneapolis,MN. Application Deadline This position will be accepting applications until Feb 4, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.