A day in the life of a Penn Mutual Annuity Customer Service Representative
Annuity Customer Service Representative (Former Employee), Horsham, PA – May 16, 2014
Pros: good retirement 401k matching program
Cons: no real room for growth within or outside of customer service department. also, they had a high deductible health insurance plan
Held full responsibility for day-to-day transactions while continually managing ongoing servicing needs. Efficiently serviced producers and their clients by accurately processing financial and non-financial transactions while expertly responding to inquiries. Answered questions regarding annuity products and service needs. Effectively resolved problems – more... and concerns to ensure a high degree of satisfaction. Maintained compliance with established procedures and regulatory requirements.
Key Accomplishments: ** Formally recognized for building rapport, cultivating positive relationships, upselling products, and establishing loyal producers. ** Developed and enhanced expertise in all new and existing financial products including specific features and details of annuity living benefits. ** Earned company award for processing highest volume of partial withdrawals in a single hour. ** Acknowledged as “Total Quality Customer Service Professional.” – less
Master Scheduler/Project Coordinator (Current Employee), Horsham, PA – November 13, 2013
Company is going through a re-org. Although I am sure that the project I have been contracted for will be completed, the company does not share information on whether or not they are keeping the contractors.
Financial Advisor (Former Employee), Portland, ME – April 8, 2013
Cons: cold call
A typical day at work would involve reviewing products, reaching out to clients and prospective clients. The hardest part of the job was not knowing if the office would remain open and it did not. The best part of the job was meeting with clients.