Job Description
The leader in this role would be required to provide business ownership of the outside distribution business of our Insurance and Annuities (protection) business. The individual would be expected to provide day-to-day work direction and leadership for direct reports in order to drive customer-focused, world-class service solutions for advisors, clients, or relationship partners. Responsible for the development and motivation of their team, drive implementation of process improvements within their team, and ensure the maintenance of a high level of service for customers. May assist in customer service initiatives or other business-driven projects.
Key Responsibilities
Functional ownership of the outside distribution business of our protection business. Lead and coach direct reports, by providing work direction and support to team on process or procedures related to transaction processing or customer service standards and techniques.
Assist and coach direct reports in resolving complex or high priority service issues, or respond to and resolve such issues directly, as necessary.
Manage direct report workload and provide guidance in prioritizing work to meet or exceed all accuracy, transaction processing, and call quality metrics and standards.
Participate in and provide subject matter expertise on cross-functional projects and/or process improvement teams that have implications to the customer service area.
Provide feedback to direct reports through effective performance management practices; ensure employees are developing skills to promote both team and individual success.
Required Qualification
Bachelors degree or equivalent (4-years)
Relevant Experience: 7+ years
Experience of team handling
Experience in a Financial services call center or transaction processing
Strong written and verbal communication skills
Strong working knowledge of customer service processes, policies, SLAs and applicable regulations
Proven ability to take escalations - research, resolve complex, high-priority service issues in a timely manner
Demonstrated ability to work directly with high-priority internal and external customers
FINRA SIE/Series 6 certification is required for this role. However, if the candidate doesn't have the required licenses, he/she will be given time to study and pass these certifications
Preferred Qualification
Background and good understanding of Insurance/Annuities contracts
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Client Service
