Customer Service Representative (Inforce Services)

Customer Service Edison, New Jersey


Description

COMPANY DESCRIPTION:

Foresters Financial is a financial services firm with administrative and operations offices located in Edison, NJ and on Wall Street and regional sales offices located nationwide.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Process all types of life and annuity Inforce service work in a timely and accurate manner, such as beneficiary changes, loans, surrenders, address changes, mode changes, reinstatements, representative changes, premium payments, conversions, 1035s, etc.
  • Must meet established service standard for processing service work and answering telephone calls from policyholders and representatives in a call center environment.
  • Assist in the preparation of 1099s and 5498s.
  • Maintain customer files.
  • Prepare client and representative correspondence.

 

EDUCATIONAL AND PHYSICAL REQUIREMENTS:

  • High School diploma or equivalent required.
  • College degree or equivalent work experience preferred.
  • Lifting of and carrying office files of up to 15 pounds.

 

EXPERIENCE AND BACKGROUND REQUIREMENTS:

  • Series 6 licensing must be obtained within 3 months of employment
  • Must possess a general understanding of Foresters Life Insurance and Annuity Company's various departments, functions and products within 6 months of employment
  • Proficient in Microsoft Word and Excel with accurate data entry skills
  • Excellent, demonstrated verbal and written communication skills
  • Ability to multi-task and work in a fast paced, deadline driven team environment
  • Must be customer focused
  • Ability to work overtime as needed

 

Foresters Financial is an Equal Opportunity Employer.