FutureProof Your Career – Come Join SE2 as the Account Service Representative!


SE2, an Eldridge Industries business, is a leader in digital technology enabled third-party administration services for the US life and annuity insurance industry.  Our growth is powered by bright and curious people with a passion for the possible. It’s why we hire, develop and retain exceptional people that thrive in a highly collaborative and fun environment that provides many opportunities for growth and advancement.

General Accountabilities:

The Account Service Representative I will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis in order to ensure successful outcomes when complexities arise. Representatives must deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives or client by both verbal and written communication.

Duties & Responsibilities:

  • Answers incoming calls and completes outgoing calls as needed
  • Calls include answering customer questions and providing customer support
  • Accurately and timely process customer requests that are received by mail, phone, fax or email
  • Researches and analyzes issues in order to ensure successful outcomes and or resolution
  • Develops relationships with clients and customers by becoming a dedicated resource
  • Ensures high quality and consistency to customers by processing and servicing
  • Develops a broad understanding of products, services, policies, procedures, regulations and laws for effective service delivery


  • Business degree and prior financial services experience preferred
    1 to 2 + years’ experience providing customer service and transaction processing support to clients
  • Previous call center experience helpful, financial services experience preferred
  • Work history which demonstrates personal growth and aptitude for advancement
  • Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software

Please email your CV to HRIreland@se2.com and include the position for which you are applying.