Handles most service inquiries, escalating most complex cases to more experience service reps. May capture conservation and lead generation opportunities. May progress to this level from the entry level or as a college graduate with CS experience. With experience, handles all levels of service inquiries. For annuity experienced reps, may require Series 6 certification.
Fully functioning candidate must be able to handle inbound calls with proper discretion and poise inside a fast pace environment. While handling inbound calls, the candidate must be able to research and resolve reported issues that occur on a daily basis. Experienced individuals must possess the ability to handle escalated requests and to independently resolve more complex and sensitive casework with a proper sense of urgency. Candidates must prove strong knowledge of product features and transaction processing. May also assist with ad hoc projects of multiple levels that are assigned within the Call Center. FINRA Series 6 preferred. Multitasking, decision making and problems solving are highly recommended skills for the Sr. Associate role.
AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.
We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.