Customer Service Associate

Position Details
Role: Customer Service Associate
Shift: TBD
Interview Process: 1 round via Zoom
Location: 680 West 10000 South, South Jordan, UT 84095 (On-Site)
Pay Rate: $22.22/hr
Contract Length: 12 Months
Contract extension or conversion to FTE based on performance, attendance, and business needs
Work Setup: In-office, 5 days a week

---

Position Summary
The Annuity & Insurance Operations group within the provides operational and customer service support to financial advisors and branch employees. The team manages inquiries related to insurance licensing, product training, education, order entry support, and policy maintenance, ensuring world-class service delivery across all processes.
Primary Responsibilities

• Establish and maintain effective relationships to deliver world-class client service.
• Handle inbound phone inquiries and service cases from financial advisors and branch employees regarding Insurance Licensing, Order Desk, and Policy Services.
• Utilize online tools and resources to resolve issues while following established guidelines for service quality and one-call resolution.
• Route processing requests to appropriate teams and escalate inquiries as needed for further research.
• Consistently meet team and departmental service goals set by MSSN management.

 
Skills & Qualifications

• Minimum 2 years of professional experience, including 6–12 months of call center or phone-based support experience.
• Excellent listening, written, and verbal communication skills.
• Strong desire to learn insurance operations and develop subject matter expertise.
• Ability to learn quickly and apply knowledge to new situations.
• Proven ability to establish and maintain positive client relationships.
• Strong problem-solving and conflict-resolution skills, with the ability to diffuse difficult interactions.
• Effective multitasking skills in a fast-paced environment.