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offers a thrilling chance to become part of our team as aCustomer Operations Representative!
About the role
As a Customer Operations Representative youare responsible forreviewing and processing financial and non-financial activities for our active Deferred Annuity products, including withdrawals, transfers, and setting up repetitive payments. You will contact external customers and agents toacquirethe necessary information to process therequestedtransactions. Within this role youare responsible forunderstanding federal and municipal tax regulations, the difference between IRA and NQ accounts, and how different requests and products can affect the clientin regardtobeing a taxable event.
What youwill do
Why work at
“We're big enough to make an impact on the country, but small enough to care and know who you are and whatyou'recontributing to the organization. Allnew ideasare welcome!” Stephanie F. – VP Customer Service & Operations
“ may not have the same brand recognition as some of our competitors, but we're making some serious strides and that makes for a lot of promotional opportunities combined with great benefits, work-life balance, and a solid work environment.” Kiernan H. - Project Manager
What we offer you
Wedon’ttake a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
Compensation
Hourly Range:$22.00- $33.95plus eligibility forCompany Annual Bonus
Who you are
We empower inclusion
At,we aspire to be the most inclusive insurance company in the country.We'rebuilding a place where every employee feels valued, respected, and has opportunities to contribute.Inclusion is about recognizing our assumptions, considering multipleperspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.
Creating a world where more people have access to financial freedom
is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work,we'reguided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitiveprice;we communicate clearly andopenlyso people understand whatthey'rebuying, and we design products--andoperateour company--to stand the test of time.We'recommitted to showing up for our communities,lifting upour employees, and standing up for diversity,equityand inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit:
Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and mustmaintainauthorization to work in the United States throughout their employment with our company.
Please review 's Remote Network Minimum Requirements:
As a remote-first organization committed to providinga positiveexperience for both employees and customers, has the following standards for employees' internet connection:
When applyingtojobs atyou'llbe asked totest your internet speedand confirm that your internet connection meets or exceeds 's standard as outlined above.
Identity Verificationis committed to fair and secure hiring practices. For all roles, candidates will berequired(after theinitialphone screen) to be on video for all interviews. will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently,e.g.through use of a false identity.
Failure tocomply withverification procedures may result in:
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