Sr. Associate - PlanConnect Customer Service Rep
AXA Equitable - New York, NY

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Professionally handle incoming 800# calls providing high quality, timely customer service to plan participants, plan sponsors, Financial Professionals and product providers. Conduct required compliance analysis and research of customer questions in order to assist in completing compliance monitoring activities in support of plans and participants. Perform daily and monthly quality assurance reviews for call center and transaction requests. Prepare and distribute weekly call center reports. Maintain detailed PlanConnect services, procedures, and IRS/DOL regulation knowledge. Assist Relationship Managers and FPs with sales leads and sales support calls. Assist with the development of customer facing support and marketing materials. Follow administration guidelines, adhere to schedules and identify and analyze problem cases. Effectively communicate with both internal and external clients. Support projects to enhance PlanConnect operations and services.

Qualifications –

College graduate or equivalent with 3-4+ years of experience in customer service, preferably in Financial Markets. –

Experience with IRS regulations surrounding 403(b) (ERISA and Non-ERISA) and 457(b) marketplace. –

Experience developing customer facing documentation and communication material –

Proficient with Microsoft PowerPoint, Excel, and Word. –

Outstanding customer service and verbal/written communication skills. –

Strong organizational and analytical skills. –

Must be innovative and a self starter with the ability to manage –

Must be able to pass AXA TSA Certification Exam –

Possess acute attention to detail –

Provide employers with technical support during DOL and IRS audits. –

Processes non-financial transactions (address changes and name changes) –

Develop training material to support growth of Customer Advocate job function

Other information

NOTE: AXA Equitable participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k), pension and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. EOE M/F/D/V

AXA Equitable Life Insurance - 18 months ago - save job - block
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This company definitely has what it takes to be equitable. AXA Equitable Life Insurance is the US life insurance and annuities underwriting...