FINRA Contact Center Rep - Series 6 or 7 License Required

Virtual Req #27250
Monday, November 4, 2024

Company Overview and Culture 

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 55,000 employees spanning six continents. For more information, visit http://www.exlservice.com.



Job Description:

Provide customer service to producers and contract owners by effectively responding to incoming phone calls related to Variable Universal Life and support other life product lines

Perform outbound phone calls, as needed, to complete the fulfillment of requests and follow up on inquiries.

Effectively and efficiently communicate with customers by adhering to established call center protocols and performance standards

Update information in administrative and workflow systems to process producer and/or policyholder requests and claim requests  within established time and quality standards

Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all required regulations and standards

Must maintain strict adherence to schedule, have excellent time management skills, and be energized by front-line customer service delivery in a fast-paced environment.

Cross-train on multiple functions to provide operational flexibility and support for peak demand periods throughout the year 

Provide suggestions for improvement of current processes to management 


Essential Functions

  • Ensure that the calls are handled as per procedures
  • Ensure that the assigned targets in accordance with SLA and any internal standards are met
  • Ensure that the quality of the call handling is in compliance with predefined parameters as defined by Process Excellence standards
  • Maintain and provide the relevant process reports in a timely manner
  • Ensure adherence to established attendance schedules 

Technical Skills Needed:

  • Knowledge of computers
  • Knowledge of key parts of the computer and rebooting the system
  • Preferably good typing speed and accurate system updating
  • Phone call/master handling skills
  • Keyboarding skills (at least 30 wpm)
  • Demonstrated experience using Microsoft Office and the ability to work simultaneously with multiple computer systems
  • Series 6 or 7 Registered 

Other Skills needed:

  • Knowledge about Variable UniversalLife Insurance Policies
  • System knowledge
  • Knowledge on quality procedures
  • Attention to detail
  • Adaptable and flexible
  • Active listening skills
  • Self-discipline
  • Learning and decision making
  • Listening, patience and action oriented
  • Excellent verbal and written communication


Work Experience Requirements
Candidate preferred with contact center work experience in a similar environment in an Insurance process.  Must Hold a Series 6 or 7 registration 

 

EEO/Minorities/Females/Vets/Disabilities 

To view our total rewards offered click here —> https://www.exlservice.com/us-careers-and-benefits
 
Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits. 
 
Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy. 

Application & Interview Impersonation Warning – Purposely impersonating another individual when applying and / or participating in an interview in order to obtain employment with EXL Service Holdings, Inc. (the “Company”) for yourself or for the other individual is a crime.  We have implemented measures to deter and to uncover such unlawful conduct.  If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s).

EXL may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the recruiting process, all final decisions in the recruiting and hiring process will be taken by the recruiting and hiring teams after considering a candidate’s full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with EXL.

Other details

  • Pay Type Hourly
  • Min Hiring Rate $22.00
  • Max Hiring Rate $24.00