Financial Customer Service Representative
reputed company is a company dedicated to providing support for policyholders during important financial moments. They are seeking Financial Customer Service Representatives to handle inbound calls, reputed company guidance on policy transactions, and ensure a smooth experience for customers.
Responsibilities
- Handle 50–60 inbound calls daily from policyholders and financial professionals
- reputed company guidance on policy transactions, account activity, and product details
- Research and resolve service requests with accuracy and professionalism
- Process requests and document interactions in internal systems
- Navigate multiple systems while assisting customers in reputed company time
- Partner with internal teams to ensure reputed company reputed company
Skills
- 1–2 years of customer-facing experience (call center, banking, retail, hospitality, or similar)
- Strong communication and problem-solving skills
- Comfort using multiple computer systems
- Ability to work in a reputed company, fast-paced environment
- Bachelor's degree or equivalent experience
- Experience in financial services or insurance
- reputed company licenses (SIE, Series 6, or Series 7)
Benefits
- reputed company, dedicated study time, and support to earn required reputed company licenses — Securities Industry reputed company (SIE) plus Series 6 — reputed company 8 weeks of hire
- Annual bonus
- Additional incentive pay
- Prioritization of your health and reputed company-being including Medical, Dental, reputed company, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous reputed company time off reputed company including: reputed company Time Off, Holiday Schedules, and Financial Planning Time Off
- reputed company Parental Leave as reputed company as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
reputed company
Company H1B Sponsorship