Customer Service Representative - Financial Services (Remote)
About The Position
We are seeking professional and service-oriented Customer Service Representatives to support a leading financial services organization. In this fully remote role, you will assist policyholders, professionals, and business owners by answering questions, providing account support, processing policy updates, and delivering an exceptional customer experience. Whether supporting educators, veterinarians, or internal claims operations, you'll play a critical role in helping customers navigate important insurance-related needs while working in a collaborative and customer-centric environment. As a Customer Service Representative, you will handle inbound and outbound customer interactions, process account updates, maintain accurate documentation, and resolve inquiries related to insurance policies, billing, coverage, and account information. Multiple openings are available across several teams, providing opportunities to leverage your customer service, administrative, and problem-solving skills in a professional financial services environment.
Requirements
- High School Diploma or equivalent.
- 1-2 years of customer service experience.
- Previous call center, contact center, customer support, or service-related experience preferred.
Responsibilities
- Respond to inbound calls, emails, and customer inquiries professionally and efficiently.
- Make outbound calls when necessary to follow up on customer requests and outstanding issues.
- Process policy changes, account updates, and customer requests accurately.
- Maintain detailed and accurate documentation within CRM and customer management systems.
- Research and resolve customer concerns related to coverage, billing, claims, and account information.
- Collaborate with internal teams, carriers, and business partners to resolve issues.
- Meet established service levels, quality standards, and customer satisfaction goals.
- Identify recurring issues and recommend process improvements.
- Participate in ongoing training and development programs.
- Support departmental initiatives and operational projects as needed.
- Maintain compliance with company, client, and regulatory requirements.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
