JobRialto
Business Analyst II Job at JobRialto in South Jordan
JobRialto, South Jordan, UT, United States
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:
Required Skills:
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.
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.
- 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