Job Information
Randstad US policy transfer associate in tempe, Arizona
policy transfer associate.
tempe , arizona
posted may 13, 2024
job details
summary
$19.99 - $20 per hour
temp to perm
associate degree
category office and administrative support occupations
referenceAB_4533756
job details
Are you passionate about facilitating seamless transitions and ensuring customer satisfaction? Join our team as a Change of Ownership Associate and become an integral part of our operations. You will be able to provide clients with a seamless transition process when their life events require them to make changes to their accounts (loss of a loved one, making a gift, etc). If you thrive in a dynamic environment, possess excellent attention to detail, and enjoy delivering top-notch service, we want to hear from you. Join us and be part of a team dedicated to making a positive impact in the lives of our clients. APPLY TODAY! What We Offer:
Starting Pay: $20 per hour (pay increase to $23 per hour after 2 months)
Training Schedule: Mon-Fri from 8:30am - 5pm (approx 20-24 weeks)
POST Training: Mon-Fri from 9:30am-6pm
Work From Home on Mondays and Fridays, Tuesday thru Thursday in office
Please Note: This is a hybrid role, combining work from home and office presence. You must live within 25 miles of our Scottsdale, AZ office. Training kicks off on June 24th, and all offers must be made no later than May 24th. If interested, APPLY TODAY!
salary: $19.99 - $20 per hour
shift: First
work hours: 8:30 AM - 6:30 PM
education: Associate
Responsibilities
Take inbound calls to assist clients with changes to their accounts after they've experienced a life-changing event (opening new accounts, transferring assets, updating account information)
Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types
Provide guidance to beneficiaries when inheriting account holder's assets including assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required
Complete administrative tasks when notified of a client's passing such as placing restrictions to secure decedent's information and assets
Document and notate clear and detail client interactions for case notes
This job is for you if you:
Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client's needs
Are empathetic and can navigate difficult and sensitive client situations well
Have strong verbal/written communication skills to relay complex information that can easily be understood
Are a fast leaner and can multi-task
What you'll have:
High School Diploma
2+ year customer service/insurance related experience
Wired Internet - requires an internet speed test that meets 1Gbps download speed (1000mbps) and at least 30 Mbps upload speed
Great Problem Resolution and Time Management skills
Tech-Savvy
The essential functions of this role include:
- working in a smoke free environment
Skills
Call Center
Telephone Etiquette
Customer Service
Customer support
Customer Relations
Financial Services
Insurance
Life Insurance
401k
IRA
Empathy
Qualifications
Years of experience: 2 years
Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Applications accepted on ongoing basis until filled.
get in touch
we are here to help you with your questions.
AM
ambar mcculloch
- ambar.mcculloch@randstadusa.com
Randstad US
- Randstad US Jobs