New Customer Service - Account Representative Job in Scottsdale, AZ!
Position Title: Customer Service - Account Representative

Position Number: 352108

Location: Scottsdale, AZ 85258

Position Type: Temp to Hire

Required Skill Set:

Communications, Computer Literacy, Customer Service

Position Description:

**Only U.S. Citizens and those authorized to work in the U.S. can be considered as W2 candidates.**
Title: Customer Service - Account Representative
Duration: 1/4/2021 to 03/20/2022
Location: Scottsdale, Arizona
Temp to Hire

Individually accountable for all aspects of the post issue Operations of assigned customer plans, both corporate owned and corporate sponsored life insurance cases. Builds and maintains business relationships with producers, their support staff, third party administrators, benefit consultants, regional life consultants, and additional internal support areas within Client.

• Serves as a company representative and communicates with producers, back-office administration, and internal/external wholesalers.
• Acts as the primary client post issue contact and product expert. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Receives and responds to inquiries, administration requests, and issue resolution matters.
• As the primary point of administration contact for customers, must communicate and coordinate with other teams or areas within client, such as Actuarial, New Business, Retention, Sales, Systems, etc.
• Prepares and quality reviews month-end, quarter-end, and individual annual statements, as well as transactional confirmations, for policyholders and producer firms.
• Coordinates, reviews, approves and processes all post issue financial and non-financial requests.
• Transactions can be very large in dollar amounts, number of policies and complexities.
• These transactions include, but are not limited to, large premium payments, fund transfer/reallocations, loans, withdrawals, surrenders, claims, owner/beneficiary changes, billing changes, address changes, increases, decreases and changes of insureds.
• Reviews licensing, coordinates and processes account change requests.
• Completes technical quality reviews/audits for new business processing and other administration transactions.
• Reviews include the calculation and/or validation of product features, such as enhancements, various policy charges, and riders.
• Responsible for rotational post-issue tasks such as daily cash balancing of premium received in the department, notifying fund houses of large trades, analyzing trading patterns, reviewing wire system, etc.
• Provides input in developing and maintaining procedures.
• May also assist in creating and enhancing procedures.
• Maintains a strong working knowledge of materials, rules, regulations, procedures and practices pertaining to Variable and Universal Life Insurance used to informally fund Executive Benefit Plans. Performs other duties as assigned.


• Education: High School Diploma or Equivalent Required - Undergraduate degree preferred
• Experience: Two (2) years related experience. Variable and Universal Life Insurance or Executive Benefit plans experience a plus, but not a requirement.
• Knowledge: Must be proficient in Microsoft Excel, Microsoft Word, and Internet usage. Understanding of new business and in-force illustrations.
• Skills/Competencies: Must demonstrate: Strong customer service, exceptional written and oral communication, problem-solving, negotiation, and decision making competencies, team player, excellent organizational abilities, high attention to detail, ability to prioritize own work within guidelines, and strong analytical skills.
• Bilingual/Spanish Preferred.
• Distraction Free Environment is highly recommended
• Experience with computer and phone systems.
• Easy and quick navigation.

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Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.)
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About Rose
  • Founded in 1993
  • 21 office locations across the U.S.
  • 130+ Customers; corporations and government agencies
  • Employee Oriented Company
  • Challenging Assignments across the U.S.
  • Continuous Professional Development
  • Challenging, Exciting and Professional Atmosphere
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