Customer Service Rep

TATA Consultancy Services Plano, TX
JobProfile Summary

Supportsales of fixed and variable annuity and/or life insurance products bydelivering exceptional customer service at all times in alignment with thestrategic goal to be a market leader in customer service delivery. May beresponsible for one or more of the below depending upon which department youare in.


* Complete routine tasks involving annuity and/or life insuranceapplications

* Process incoming, outgoing, and return mail and document scanningfor automated workflow and image storage.

* Process incoming internal and external telephone requests forinformation and service.

* Proc ess changes to existing policies as well as process duplicatestatements.

* Process premium, applications, incoming/outgoing Section 1035Exchanges & qualified funds transfers, and issue polices.

* Process partial and full distributions, systematic payouts, anddeath claims.

* Process a variety of routine policyholder service requests andadministrative functions. Tax reporting as required.

* Process agent appointments, licenses, and terminations as well ascommissions and selling agreements.

* Compliance with both IMSA Code of Ethics and SEC regulations thatrequire variable financial transactions be processed the same day received.


Upto 1-2 years customer service and/or office experience. High school diploma orequivalent preferred. Basic understanding of annuity and life insuranceconcepts. Able to use computer software, including Microsoft Word and Excel.


Outgoingpersonality with ability to communicate effectively to a variety of audiences.Organized and flexible to adjust to changes in schedule, while meetingtime-sensitive service level standards and deadlines. Excellent numberrecognition skills and proficient data entry skills. Actively seekingadditional financial services knowledge through LOMA/AAPA programs. SkillsAdvantage Work Ready Certificate,


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