Protective

Protective

Retirement Customer Support Specialist

Cincinnati, OH · Full-time

Sponsorship not specified$48k-$55kDetected 6 days ago
Customer SupportResearchCommunicationProblem SolvingCritical ThinkingOrganizational SkillsMicrosoft Teams

About the role

  • Are you looking for a career and not just a job?
  • Our Specialists are responsible for professional, accurate, and responsive contact resolution with a managed-money approach and mindset.
  • Understands how to use resources and job aids to follow documented procedures and processes.

Requirements

  • High school diploma/equivalent required
  • Proficiency in a Windows based environment (Office 365 & Microsoft Teams) required
  • Strong client focused and managed-money mindset required
  • Competencies/Skills Required:
  • Ability to mitigate fraud risks when performing account verification.
  • Strong emotional intelligence and organizational skills as well as the ability to tailor communication style to match the caller.
  • Financial Services experience (including Life Insurance, Annuities, Banking, Group Retirement, etc.) preferred
  • HOURS: Must be flexible between 7:30a-5p CST Monday - Friday. Actual shift times once in production are based on business needs and may vary between 7:30a-5p CST.
  • This position requires that you attend the training as scheduled.
  • Training schedule for this position will be from 8:00a-4:30p CST.
  • This is position will start Hybrid after Training (in office 3 days a week and Work from Home 2 days) but can lead to Work from Home Full-Time.
  • Decision-Making & Problem-Solving skills - Able to intake information from multiple sources to evaluate problems and potential solutions. Understands how to use resources and job aids to follow documented procedures and processes. Has an awareness of financial risks when making processing decisions. Ability to mitigate fraud risks when performing account verification.
  • Communication skills - Listens attentively and actively, asks clarifying questions and manages distractions and interruptions. Proficient spelling, punctuation, and grammar. Strong emotional intelligence and organizational skills as well as the ability to tailor communication style to match the caller.

Nice to have

  • Prior customer service or Contact Center experience preferred
  • An associate or bachelor's degree preferred
  • Annuity industry knowledge and experience a plus

Skills

  • Communication skills
  • Dependability - Meets attendance and punctuality requirements.

Compensation

  • $48k-$55k

Benefits

  • We aim to protect the wellbeing of our employees and their families with a broad benefits offering.
  • In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program.
  • Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
  • Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.
  • All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
  • Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
  • Accommodations for Applicants with a Disability:
  • If you are and want to grow within a company, our Retirement Customer Support positions are a great way to launch or to pivot your career.
  • The Retirement Customer Support team delivers an exceptional customer experience via answering phone calls and emails for all retail retirement contract owners and financial advisors.
  • Retirement Customer Support Specialists are responsible for accurately documenting and resolving requests for account information and updates.

Company info

  • If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com.
  • This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
  • Please note that the above email is solely for individuals with disabilities requesting an accommodation.
  • General employment questions should not be sent through this process.
  • We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
  • We are proud to be an
  • The work we do has an impact on millions of lives, and you can be a part of it.
  • We help protect our customers against life's uncertainties.
  • Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
  • These are challenging roles where you will handle a wide variety of issues for our customers using technology and your critical thinking skills.
  • This individual understands the digital customer experience and educates customers about easier and more efficient ways they can resolve future requests.

Equal opportunity

  • equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
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This listing is sourced directly from Protective's careers page and normalized into a canonical job model.