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Full-time
high school
Posted 1d ago
~40 hrs/week
Responsibilities
The Client Service Advocate provides customer support by responding to inquiries regarding product features, benefits, and administrative requirements. They are responsible for documenting interactions, performing account maintenance, and resolving basic service issues.
Requirements
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. A FINRA Series 6 license is required for specific product lines within a set timeframe.
Full job description
If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
Provides world-class customer service and support to business partners, customers, internal associates and other financial firms by responding to questions regarding product features, benefits and administrative requirements. Responsible for documentation, performing account maintenance changes and resolving basic issues.
Essential Job Duties & Responsibilities
Answers incoming telephone calls from our business partners, customers and internal associates regarding new or existing Jackson accounts on one or more lines of business (e.g. new business or enforce aspects on one or more trained product lines).
Responds to questions regarding product features, benefits, account status and transfers of assets from other financial firms.
Effectively communicates administrative “good order” requirements, processes and procedures.
Documents interactions with customer contacts received and initiated.
Identifies and resolves basic customer service issues; escalates issues for resolution as necessary.
Drafts and distributes requests to associates or areas using work tracking or email systems.
Follows up with internal and external customers.
Demonstrates strong customer service.
Other Duties
Must meet departmental production and quality standards related to product and job levels (i.e., average daily call volume, average call handle time, target quality scores, adherence to documentation/standards, etc.).
Other duties as assigned.
Knowledge, Skills & Abilities
Ability to learn and understand features and administrative requirements for assigned product lines.
Ability to acquire understanding of Jackson’s multiple product lines, distribution channels and organizational structure.
Good verbal and written communication skills to interact professionally with business partners, customers, coworkers and management.
Ability to actively listen, interpret customer requests and respond with the appropriate information.
Ability to navigate and utilize multiple software and mainframe computer applications simultaneously to resolve customer service issues.
Ability to work independently as well as in a team environment.
Ability to effectively manage the demands of a high volume, image based, and phone monitored work environment.
Education and Experience
High School diploma or equivalent required; some college or degree preferred.
1+ years of customer service experience.
Certifications, Licenses, Registrations
FINRA Series 6 license required for associates servicing variable annuity and/or variable life lines of business, within 90 days of hire.
FINRA Series 6 license strongly preferred for all other lines of business within 6 months of hire.
Job Level that this position reports to (i.e., Supervisor, Manager, Director, etc.):
Manager
#CB
*LI-AH1
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
PPM America, Inc. (PPM) is a client-focused investment manager. PPM has the experience and resources to provide our clients with investment solutions across markets, including fixed income, private equity and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.
Important disclosures:
As a general policy, PPM does not respond to posts or inquiries made through any social media platform. You may contact PPM at [email protected].
PPM disclosures: https://www.ppmamerica.com/social
Offices: 225 West Wacker Drive, Suite 1200, Chicago, Illinois 60606, US
PPM America, Inc. (PPM) is a client-focused investment manager. PPM has the experience and resources to provide our clients with investment solutions across markets, including fixed income, private equity and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.
Important disclosures:
As a general policy, PPM does not respond to posts or inquiries made through any social media platform. You may contact PPM at [email protected].
PPM disclosures: https://www.ppmamerica.com/social
Offices: 225 West Wacker Drive, Suite 1200, Chicago, Illinois 60606, US