Effectively handle both work items, outbound and inbound telephone calls, faxes and emails to/from Financial Professionals to resolve application and transfer document errors and omissions. Effectively manage personal caseload to resolve errors/omissions within departmental guidelines. Be the primary point of contract to financial professions, internal wholesalers and external wholesalers tied to business submitted with NIGO issues. Professionally and effectively handle incoming Case Coordinator telephone inquiries from agents, brokers and internal sources concerning RSS products and services. Successful completion of other projects and tasks as assigned.
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.
Candidate should have experience in Customer Service, knowledge of nbA, and Sales Desk. Candidate should have strong product knowledge and be an effective verbal and written communicator.