Job Description

 
Customer Service Rep
Job Number: 19-08522
 
Find your next opportunity in the Financial Services Industry. Eclaro is looking for a Customer Service Rep for our client in SAN FRANCISCO, CA

Eclaro's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US.  If you’re up to the challenge, then take a chance at this rewarding opportunity!

 
Responsibilities:
  • Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
  • Support agency management in the on-boarding of new agents
  • Participate in event planning for training sessions, kick-off events and other meetings
  • Process agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions
  • Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports
  • Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
  • Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
     
Qualifications:
  • The ideal candidate should have 2 or more years of customer service and administrative experience
  • Strong computer skills with proficiency in the Microsoft Office Suite
  • Demonstrated ability to multitask effectively
  • Strong written and verbal communication skills required
 
 
If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro 
     
     
If interested, you may contact:
Mei Balintong
Jomeyann.Balintong@eclaro.com
2122582714
Mei Balintong | LinkedIn
 
 

 
Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

 

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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