Annuities Specialist at Cognizant in Des Moines, Iowa

Job Description:

Annuities Specialist

Available Shifts

Full-Time

Monday – Thursday 7:30 am - 5:00 pm and Fridays 7:30 am – 12:30 pm

Job Summary

Cognizant is growing in our Customer Service Annuities department and we’re looking to add Annuities Customer Service Specialist to our growing team that will support inbound phone calls from clients and agents to service index annuity accounts. Assistance may include non-financial changes (address change, phone/email update, and beneficiary change), financial changes (allocation change, withdrawal and loan assistance), basic website support, and daily values.

Job Responsibilities

• Answer incoming calls from clients in regards to fixed and index annuities: make outbound follow-up calls as necessary


• Completing index allocation changes, Non-Financial requests, form requests, web assist, etc.…


• Document call details accurately


• Resolve customer service related issues


• Accountable to build/maintain effective relationships with customers

Minimum Qualifications

• High school diploma, general education degree or equivalent


• Basic understanding of annuity services preferred


• Customer service aptitude and orientation


• Excellent decision making skills with the ability to solve problems to find “win-win” solutions


• Exceptional interpersonal and communication skills and ability to build rapport


• Must have knowledge of and/or ability to maneuver through multiple information screens


• Excellent troubleshooting skills, search skills, ability to approach problems logically


• Preferred Skills: Good verbal and written Communication Skills. Strong keyboard and typing skills required


• Excellent written and verbal communication skills in English


• Self-starter with excellent teamwork skills and an innate sense of urgency


• Ability to multi-task, prioritize, and manage time effectively


• Open to coaching and constructive feedback to become more effective and improve performance

Preferred Qualifications

• Finance / Insurance customer service preferred


• Preferred Contact Center experience

Domain Skills

* Proficiency Legends