Client Care Service Representative

Job Summary

A company is looking for a Client Care Service Representative to engage with clients and financial representatives remotely.

Key Responsibilities

• Provide prompt and courteous service to clients via various communication channels
• Handle inquiries and transactions related to insurance and financial products
• Maintain high accuracy in data entry and case management while contributing to process improvements

Required Qualifications

• Associate's degree in Business, Finance, or a related field, or equivalent experience
• Demonstrated proficiency in using modern software and navigating complex systems
• Strong organizational and multitasking abilities in fast-paced environments
• Proactive approach to problem solving and commitment to continuous learning
• Bilingual candidates, especially Spanish speakers, are encouraged to apply