New Customer Service Sales Analyst Job in Scottsdale, AZ!
Position Title: Customer Service Sales Analyst

Position Number: 341959

Location: Scottsdale, AZ 85251

Position Type: Temporary

Required Skill Set:

Communications, Math/Calculations

Position Description:

**C2C is not available**
**Only U.S. Citizens and those authorized to work in the U.S. can be considered as W2 candidates.**
Title: Customer Service Sales Analyst
Duration: 3 + months
Location: Scottsdale, AZ

Education:
• High school studies. Undergraduate studies desirable (Some College or BA degree).
• Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• NASD (FINRA) series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.

Summary of Job Responsibilities:
Provides prompt efficient service for assigned product and/or service center internal and external customers. Designs and administers plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants. Coordinates full communication between contract holders, producers, and with internal Client departments.
The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
• Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
• Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
• Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Researches and corrects errors.
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
• Responsible for research and drafting of written responses to NASD and Client formal complaints.
• Performs other duties as requested.

Experience:
• Four years work experience. Work experience with undergraduate studies preferred.
Knowledge:
• General office practices, customer service, and office equipment.
• Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics
• Familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• Basic knowledge of contract law and the tax ramifications.

Skills:
• Ability to prioritize own work within standards.
• Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts.
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction.
• Ability to coordinate and conduct, direct or lead a project or the training of team members.
• Proven ability to operate a CRT and PC. (this means they can operate a computer)
      #CBRose#

     
Send me a reminder to complete this application



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.)
Employee Comments
We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.
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
Join Our Team Today!
Follow Us