Service Team Specialist (9a-6p MT)

Orion is a company that values accountability and innovation, and they are seeking a Service Team Specialist to provide superior service to clients. The role includes delivering customer support, processing daily work for advisors and clients, and ensuring compliance with industry standards.

Responsibilities

• Provide high-quality customer service on the phones up to 75% of the day
• Deliver customer support through the chat queue up to 25% of the day
• Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions
• Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics
• Meet or exceed all daily and monthly business measurements
• Provide feedback to the team for continued improvements
• Provide status updates to management as required
• Maintain process measurements and reporting within service levels
• Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams
• Execute testing as required for business projects
• Cross train as required to support all team activities and backup team members as needed
• Assist with team planning as required
• Ensure execution of all industry and company specific compliance matters within the team

Skills

• Experience working in insurance, banking, or financial services industry
• Minimum of 1 year of customer service experience
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
• Degree in Business or Finance or equivalent experience in finance field

Benefits

• Health, dental, vision, and disability coverage on day one
• 401(k) plan with employer match
• Paid parental leave
• Pet benefits including pawternity leave and pet insurance
• Student loan repayment

Company Overview