Service Spec - Indiv Ann in Portland, OR at Volt

Date Posted: 4/24/2018

Job Snapshot

Job Description

Service Specialist - Individual Annuities

Seeking previous experience working for a Financial Services Company, Bank or Retirement Services Company AND/OR previous Call Center experience

Our Client is a $2.8B Portland-based provider of financial products.  The company's offerings include: group and individual disability insurance, group dental and vision insurance, retirement plans products and services, and investment advice.  Established over 100 years ago, our Client offers the stability of an established firm with a collegial, high-touch service culture.

We are looking for a Full-Time Service Specialist - Individual Annuities for an estimated 12-month assignment in their Individual Annuities team in Downtown Southwest Portland, Oregon.   There is high possibility of going temp-to-hire with this position as well.  This is a full-time - Monday - Friday - 40 hours a week schedule - shift start at 8 am during training and 7 am once trained.

The Service Specialist responds to telephone inquiries and requests from individual annuity policy owners, agents, and representatives of policy owners. The Specialist prepares written correspondence, performs calculations, and monitors the status of requests as appropriate to ensure customer satisfaction. This individual contributes to the company's success through excellent customer service and meeting or exceeding job objectives.


Respond to a wide variety of customer service needs via the policy administration (800) line and e-mail alias.  Promptly and accurately communicate information about individual annuity products.  Advise on: form completion, plan provisions and their impact, taxability issues, division procedures, particularly with respect to obtaining distributions, including Tax Sheltered Annuity loans.  Communicate sensitive policy information and policy service options to policy owners, producers, attorneys, CPAs, and financial advisors on contractual provisions, statutory regulations, and other related policy information.  Monitor status of requested work and prepare customized correspondence as necessary.

Solicit and analyze customer feedback to identify areas for customer service improvements. Develop and modify written correspondence. Recommend changes to internal forms and procedures. Inform management of customer feedback as appropriate to ensure prompt and accurate response to inquiries.

Prepare and coordinate recurring policy owner communications and services, including business retention services, beneficiary changes/confirmation, and initial minimum distribution calculations and notices.

Support divisional projects as assigned, especially those involving customer-focused activities.

PAY RATE:  $19.75 per hour


Education: Two years of post-secondary education and/or training.


  • Two to four years of experience in a high-volume customer service, insurance, banking or accounting environment (or the equivalent combination of education and experience).
  • Demonstrated excellent oral and written communication skills.

Demonstrated Skills:

  • Format and produce correspondence using current word processing applications and proofread and edit for spelling, punctuation, and grammar.
  • Organize workload and prioritize tasks to meet changing priorities.
  • Work effectively in collaboration with peers and team members.
  • Professional demeanor to phone customers.

 Ability To:

  • Express information clearly, both in written and oral communications, particularly telephone and e-mail communication.
  • Apply policies and procedures to a variety of (clear and unclear) situations consistently.
  • Take or recommend appropriate action in a limited time frame.
  • Learn, retain, and effectively communicate specific details/provisions of annuity plans and products.
  • Adapt to learning new systems and processes.

 Working Knowledge Of:

  • Personal computer software applications including spreadsheet and word processing software (Microsoft Office Suite).
  • Annuity products preferred.
  • Intermediate/Advanced knowledge of MS Office Suite is required.
  • Detail oriented with professional demeanor.
  • Willing to take direction from others, good listener, attention to detail, willing to ask questions, comfortable in a fast-paced environment and work under tight deadlines.
  • Pre-employment requirements (background check, drug screen and education verification.)

For more opportunities, connect with us online at

How to Apply:. For immediate consideration email Valerie Bullard directly at and include the position title in your email.

Volt is an Equal Opportunity Employer.