Annuities Customer Service Representative jobs in the United States

Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Sr. Customer Service Representative - Tampa, FL
  • Signode -Sr. Customer Service Representative
  • Tampa, FL FULL_TIME
  • Sr. Customer Service Representative - Tampa, FL

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    Description/Job Summary

    About Signode:

    With over $2B in revenue, 80 manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode is a leading manufacturer of a broad spectrum of transit packaging consumables, tools, software, and equipment that optimize end-of-line packaging operations and protect products in transit. Signode brings this extensive product portfolio together under hundreds of trusted brands to offer complete transit packaging solutions to its customers.

    We produce strap, stretch and protective packaging. We also manufacture packaging tools and equipment used to apply the bulk packaging materials. These commercial packaging products are used to pack, bundle, unitize, protect and secure goods during warehousing and transit. Our company is a  materials, processes and automation technology that have revolutionized the sector.

    Headquartered in Tampa, Florida, we are proud to be the Transit Packaging Division of Crown Holdings, Inc. We are excited to go to market as Signode and to share the portfolio of products, services and capabilities that make us the world’s premier end-of-line packaging company.

    Benefits:

    Signode offers a comprehensive benefits package to full-time employees, which includes health, dental, vision, 401k, paid time off, life insurance, wellness perks, and more. Benefits begin the month following the hire date.

    Salary: 

    $20-$27

    Summary

    Provide a world class customer service experience for customers, field service technicians and salespeople. This includes entering and monitoring orders, ensuring customer’s disputes are addressed in a timely, efficient, and accurate manner to improve service level, and completing customer specific reports. This role collaborates with the Field, Commercial, Financial, and Supply Chain teams to ensure the customer’s expectations are being met, while striving to meet Signode’s mission and maintaining our values. The Senior CSR will manage orders that require greater attention to processing while coaching, mentoring, and assisting the Customer Service Representatives.

    Essential Functions

    • Answer incoming requests, via tickets, phone calls and Teams messages, courteously and consistently using established guidelines.
    • Accurately and efficiently manage the sales order entry process from multiple sources (EDI, email, phone, web shop, etc.) as it relates to account number (ship-to/sell-to), price, terms of sale, product, and quantity.
    • Actively review open orders daily to proactively resolve orders pending release or confirmation.
    • Maintain appropriate records and documentation for customer service and audit purposes.
    • Communicate with customers to keep them aware of updates, changes, delays, and other information deemed important to them.
    • Investigate and resolve billing concerns by tracking shipments, researching price differences and entering return authorizations for approval, quoting special parts prices, and following up on credit hold orders.
    • Maintain backorder reports for highlight accounts.
    • Invoice orders that are unable to close automatically and review error report.
    • Monitor phone/staff coverage and lunches to ensure adequate staffing.
    • Run and distribute drop ship PO report.
    • Close return authorizations to generate credit memos.
    • Work closely with Warehouse, Purchasing and Accounting to invoice orders in a timely manner.
    • Coach, mentor, and assist the Customer Service Representatives.
    • Provide problem solving and continuous improvement by removing barriers that impact product quality, support, or on-time delivery and customer satisfaction.
    • First point of contact for outside departments with high priority customer concerns.

    Position Qualifications

    Education: High School Diploma or GED required.  Associates’ degree in Business or related field preferred.

    Experience: 5 years of previous customer service. Demonstrated ability to establish and sustain beneficial relationships with customers by mobilizing internal resources to achieve commitments and resolving customer issues. Proficiency in Microsoft Office (Excel, Word, etc.). ERP experience required.  Ticketing system experience, a plus.


    Functional Success Drivers: Possessing these certain competencies are what we require for an individual to be successful in this role.

    • Problem Solving
    • Detail Orientated
    • Interpersonal Savvy
    • Energy
    • Communication
    • Learning on the Fly

    Reasonable Accommodation Statement

    To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.  Reasonable Accommodations may be made to enable qualified individuals with disabilities.

    The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

    Signode Industrial Group, LLC is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

  • 8 Days Ago

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Customer Service Representative - Life and Annuities
  • Infosys
  • Des Moines, IA FULL_TIME
  • Infosys McCamish Domain: Life Insurance Skill: Customer Service Senior Process Associate In the role of Senior Process Associate you will be responsible for delivering accurate and courteous responses...
  • 5 Days Ago

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Customer Service Representative
  • Customer Elation
  • Foley, MN PART_TIME,FULL_TIME
  • This position requires 60 days in person training at our Foley, MN location before remote work is possible.We are currently seeking 12:30PM-10PM and every 4th weekend availability.If your true calling...
  • 2 Months Ago

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Customer Service Representative
  • Customer Elation
  • Hutchinson, MN PART_TIME,FULL_TIME
  • We are currently seeking 12:30PM-10PM and every 4th weekend availability.If your true calling is to make other people's day, we want to hear from you! Every day we come ready to fight the good fight a...
  • 2 Months Ago

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Customer Service Representative
  • Customer Elation
  • Marshall, MN FULL_TIME,PART_TIME
  • Telephone Customer Service RepresentativeWe are currently seeking 12:30PM-10PM and every 4th weekend availability.If your true calling is to make other people's day, we want to hear from you! Every da...
  • 2 Months Ago

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Customer Service Representative
  • Customer First Solutions
  • Birmingham, AL FULL_TIME
  • ALABAMA RESIDENTSCustomer First Solutions in Hoover, AL is seeking a talented and dedicated Customer Service Representative to join our team. As a valued member of our company, you will have the oppor...
  • 17 Days Ago

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Client Services Associate
  • Solugenix
  • Seal Beach, CA
  • Client Services Associate Seal Beach, CA Onsite - 7:00am - 4:00pm (100% onsite role) Direct Hire (Salaried Role) We have...
  • 5/19/2024 12:00:00 AM

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Client Service Associate
  • K2 Financial Partners
  • Glendora, CA
  • Job Description Job Description Company Overview: K2 Financial Partners is a wealth management company based in Glendora...
  • 5/18/2024 12:00:00 AM

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Customer Service Representative
  • Qonten
  • Los Angeles, CA
  • **Customer Service Representative** - | Thu, 28 Oct 2021 22:04:51 GMT You will be responsible for answering calls and ta...
  • 5/18/2024 12:00:00 AM

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Client Services Associate
  • SPS North America, Inc
  • Santa Monica, CA
  • Job Details Level Entry Job Location AZLAX 78 - Santa Monica, CA Position Type Full Time Salary Range $18.00 - $19.00 Ho...
  • 5/17/2024 12:00:00 AM

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Client Service Associate
  • Providence Financial and Insurance Services, Inc.
  • Los Angeles, CA
  • Job Description Job Description Job Description: We are seeking a Customer Service Manager to join our dynamic team in t...
  • 5/17/2024 12:00:00 AM

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Client Service Associate
  • Pointwealth Management
  • Los Angeles, CA
  • Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicense...
  • 5/17/2024 12:00:00 AM

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Client Service Associate
  • K2 Financial Partners
  • Glendora, CA
  • Company Overview: K2 Financial Partners is a wealth management company based in Glendora, California. We pride ourselves...
  • 5/17/2024 12:00:00 AM

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AVP - Client Services Associate
  • Litman Gregory Wealth Management
  • El Segundo, CA
  • About the job  About Litman Gregory and iM Global Partner Founded in 1987 and based in the San Francisco Bay Area, Litma...
  • 5/17/2024 12:00:00 AM

Income Estimation for Annuities Customer Service Representative jobs
$55,499 to $71,099