Annuities Customer Service Supervisor jobs in Arizona

Annuities Customer Service Supervisor oversees a staff of annuities customer service representatives and ensures annuity customers are satisfied and inquiries are handled in a timely manner. Responsible for training customer service representatives, and assists with the development and implementation of customer service operations and policies. Being an Annuities Customer Service Supervisor has thorough knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Supervisor typically reports to a manager or head of a unit/department. The Annuities Customer Service Supervisor supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Thorough knowledge of functional area under supervision. To be an Annuities Customer Service Supervisor typically requires 3 years experience in the related area as an individual contributor. (Copyright 2024 Salary.com)

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Associate Service Consultant - Annuities
  • LPL Financial Corp
  • Tempe, AZ FULL_TIME
  • Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. Job Overview: The Annuity Associate Service Representative supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry platform. This individual is part of a specialized service team supporting a high volume of calls per day. Responsibilities: Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates to Annuities. Maintain detailed knowledge of LPL processes and system platform as they relate to Annuities. Maintain detailed knowledge about Annuity Products supported by the Annuity Order Entry system and be able to explain the differences between the product features. Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement. Requirements: 2 years of previous customer service experience Core Competencies: Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate values Strong attention to details Strong client focus and work ethic Ability to provide effective feedback Excellent organizational, communication and listening skills Preferences: Financial services experience, investment services Licenses/Certifications: Series 99, Series 7 MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, Electronic Order Entry Bachelor's degree Pay Range: $19.38-$29.08/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it’s like to work at LPL? Watch this! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility
  • 14 Days Ago

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Customer Service Representative - Part Time
  • Williams-Sonoma Inc. Customer Care Centers
  • Phoenix, AZ PART_TIME
  • Williams-Sonoma Inc. Customer Service Representatives – Work from Home in Arizona! Now hiring part-time staff until July 2024 Why you and why us? Who are our Customer Service Representatives? They are...
  • 23 Days Ago

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Customer Service Unit Supervisor
  • Pollard Banknote Limited
  • Kingman, AZ FULL_TIME
  • Position Summary: This position will perform a variety of tasks regarding customer, vendor and retailer services. Job Duties and Responsibilities: •Responsible for ensuring accuracy in cash drawer tra...
  • 1 Month Ago

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CUSTOMER SERVICE SUPERVISOR
  • Pristine Cleaners
  • Casa Grande, AZ FULL_TIME
  • Looking for a responsible, mature, punctual customer service representative. Will train the right candidate for customer service supervisor. We are a very busy, fast paced dry cleaners looking for our...
  • 16 Days Ago

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Retail Customer Service Supervisor
  • The TJX Companies, Inc.
  • Prescott, AZ FULL_TIME
  • Style is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to sta...
  • 18 Days Ago

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CUSTOMER SERVICE SECTION SUPERVISOR
  • State of Arizona
  • Phoenix, AZ FULL_TIME
  • DEPT OF TRANSPORTATION Driving the future of transportation with a diverse and innovative team! CUSTOMER SERVICE SECTION SUPERVISOR ** Open to current STATE EMPLOYEES only! ** Job Location: Address: 1...
  • 19 Days Ago

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Customer Service/Coordinator I
  • Experis
  • Hanover, PA
  • Job title: Customer Service/Coordinator I Pay rate: $18/hr on W2 Location: Hanover, PA. HYBRID (3 days a week onsite - T...
  • 6/11/2024 12:00:00 AM

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Client Service Supervisor
  • Aveanna
  • Pittsburgh, PA
  • Client Service Supervisor ApplyRefer a FriendBack Job Details Requisition #: 193800 Location: Pittsburgh, PA 15233 Categ...
  • 6/11/2024 12:00:00 AM

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Customer Service Coordinator
  • Jillamy Inc
  • Warminster, PA
  • This position is responsible for day-to-day customer service and support. Ensures superior and responsive customer servi...
  • 6/11/2024 12:00:00 AM

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Customer Service Coordinator
  • Dexter Axle
  • **Customer Service Coordinator** Fremont, IN Job ID 2022-3904 # Positions 1 **Position Summary** Reporting to the Plant ...
  • 6/11/2024 12:00:00 AM

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Intake and Client Services Supervisor
  • Esquire Law Services
  • Palm Beach Gardens, FL
  • MISSION STATEMENT: Esquire Law Services’ Mission is to be the leader in management, technology development and implement...
  • 6/10/2024 12:00:00 AM

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Customer Service Coordinator
  • Ryder System
  • Normal, IL
  • Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
  • 6/10/2024 12:00:00 AM

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Client Service Supervisor
  • Gallagher
  • Midvale, UT
  • About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's glob...
  • 6/10/2024 12:00:00 AM

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Customer Service Coordinator II
  • Ryder System
  • Springdale, AR
  • Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
  • 6/8/2024 12:00:00 AM

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Supervisor jobs
$74,509 to $93,733

Annuities Customer Service Supervisor in Medford, OR
Here is a short annuities customer service supervisor job description that can help people to be more prepared in applying for the said position.
January 23, 2020
Annuities Customer Service Supervisor in Flagstaff, AZ
When applying for a job position as an annuities customer supervisor, there are several things that need to be considered such as if an individual is qualified for the job.
January 17, 2020
Annuities Customer Service Supervisor in Lansing, MI
Supervises and Handles Task with Regards to Annuities – As a supervisor, you are responsible in handling several tasks that deal with annuities, which include supervising the representatives of an annuities group.
February 12, 2020