Annuities Customer Service Supervisor jobs in South Carolina

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)

L
Associate Service Consultant - Annuities
  • LPL Financial
  • Fort Mill, SC 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.
  • 6 Days Ago

H
Customer Service Supervisor
  • HAMRICK'S INC
  • Easley, SC FULL_TIME
  • Job Type Full-Time Hourly Shift Day & Night Location Easley, SC Immediate Supervisor Store Manager Benefits 401k Health Insurance HSA Contributions Dental & Vision Life Insurance Critical Illness Insu...
  • 1 Day Ago

L
Supervisor - Customer Service (On-site)
  • LE2203 NewRez LLC - Servicing
  • Greenville, SC FULL_TIME
  • Who we are Shellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such ...
  • 3 Days Ago

M
Customer Service Supervisor - Lexington
  • Muv Fitness - South Carolina
  • Lexington, SC FULL_TIME
  • If you are mature, dependable and energetic.... WE WANT YOU TO JOIN OUR TEAM!!!! Customer Service Supervisor - Full Time The Customer Service Supervisor will oversee the daily operations of the front ...
  • 4 Days Ago

M
Customer service supervisor
  • Marshalls
  • Greenville, SC FULL_TIME
  • JOB DESCRIPTION All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises tha...
  • 4 Days Ago

M
Customer Service Supervisor I
  • Mass Markets
  • Garden, SC FULL_TIME
  • Position Overview CUSTOMER SERVICE SUPERVISOR SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS Our employee development team is looking for experienced call center customer service supervisors to suppo...
  • 4 Days Ago

R
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

S
Client Service Supervisor
  • SPS North America Inc
  • Palo Alto, CA
  • Job Title: Client Service Supervisor Reports To: The Client Service Supervisor will report to the Client Service Manager...
  • 6/10/2024 12:00:00 AM

S
Client Service Supervisor
  • SPS North America Inc
  • Seattle, WA
  • Job Title: Client Service Supervisor Reports To: The Client Service Supervisor will report to the Client Service Manager...
  • 6/10/2024 12:00:00 AM

G
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

V
Client Service Supervisor
  • VCA Animal Hospitals
  • Hamburg, MI
  • We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor...
  • 6/8/2024 12:00:00 AM

J
Customer Service Coordinator
  • Johnson Controls International
  • Manchester, England
  • What you will do The Customer Service Coordinator will support the installation team by planning and tracking installati...
  • 6/7/2024 12:00:00 AM

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

E
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...
  • 6/6/2024 12:00:00 AM

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Supervisor jobs
$72,214 to $90,846

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