JobRialto
Business Analyst II
JobRialto, South Jordan, Utah, United States, 84095
About the Role:
This role offers an opportunity to work in a dynamic and client-focused environment, supporting financial advisors and branch employees with inquiries related to insurance licensing, product education, and policy maintenance.Primary Responsibilities:Build and maintain strong client relationships to deliver top-tier service.Respond to financial advisor and branch employee inquiries via phone and case management systems.Provide information and resolve issues using online resources while adhering to service quality standards.Route processing requests to relevant teams and escalate unresolved inquiries as needed.Achieve team and departmental service goals as set by MSSN management.Skills & Qualifications:
Required Skills:Experience: Minimum 2 years, with 6-12 months in a call center or phone-interaction role.Communication: Strong written, verbal, and listening skills.Problem-Solving: Creative diagnosis and resolution of client issues.Relationship Management: Ability to establish and maintain positive client interactions.Adaptability: Learn quickly and apply knowledge to varying situations.Multitasking: Manage multiple priorities effectively.Professionalism: Recognize and handle difficult interactions diplomatically.Preferred Skills:
Previous experience in insurance operations or related fields.Familiarity with annuities or insurance products.
Location
680 West 10000 South South Jordan UT USA 84095
Education:
Bachelors Degree
This role offers an opportunity to work in a dynamic and client-focused environment, supporting financial advisors and branch employees with inquiries related to insurance licensing, product education, and policy maintenance.Primary Responsibilities:Build and maintain strong client relationships to deliver top-tier service.Respond to financial advisor and branch employee inquiries via phone and case management systems.Provide information and resolve issues using online resources while adhering to service quality standards.Route processing requests to relevant teams and escalate unresolved inquiries as needed.Achieve team and departmental service goals as set by MSSN management.Skills & Qualifications:
Required Skills:Experience: Minimum 2 years, with 6-12 months in a call center or phone-interaction role.Communication: Strong written, verbal, and listening skills.Problem-Solving: Creative diagnosis and resolution of client issues.Relationship Management: Ability to establish and maintain positive client interactions.Adaptability: Learn quickly and apply knowledge to varying situations.Multitasking: Manage multiple priorities effectively.Professionalism: Recognize and handle difficult interactions diplomatically.Preferred Skills:
Previous experience in insurance operations or related fields.Familiarity with annuities or insurance products.
Location
680 West 10000 South South Jordan UT USA 84095
Education:
Bachelors Degree