Understands the advisor and policyholders' expectations and requests; responds in a proficient and pro-active manner based upon their needs; acts as a source of information.
Knowledge of Home Comm, Life Comm, Servidata, LifePro and Vantage host systems on inquiry and transactional basis is necessary. Handles all inquiries in a professional, courteous manner; accurately documents requests (more than 50% of time may be spent on telephone service calls).
Pro-active in researching transactions that may not be evident to client thus preventing future inaccuracies.
Excellent verbal, written and interpersonal skills to interact with internal and external clients.
Adheres to standards by establishing priorities and working on tasks in the proper order.
Effective problem solving skills to search questions using appropriate reference clients and peers.
Effective math and analytical skills
In-depth knowledge of inforce insurance portfolios and insurance terminology and procedures; continued education in insurance studies, e.g., LOMA
Skill in giving and receiving feedback.
Good decision making skills to interact effectively with team members.
Establishes credibility and trust through interactive relationships with internal and external clients.
Demonstrated ability to interpret and assess client needs.
The Phoenix Companies - 12 months ago