Customer Service Representative - Life Insurance

Job Summary

A company is looking for a Customer Service Representative - Insurance/Banking.

Key Responsibilities

• Serve as the primary contact for beneficiaries regarding account management and support
• Handle inbound calls related to account setup, debit card issues, balance inquiries, and transaction disputes
• Provide clear information on account options and ensure compliance with internal policies and financial regulations

Required Qualifications

• High school diploma or equivalent; associate or bachelor's degree preferred
• Prior experience in a call center, financial services, insurance, or banking environment
• Empathy and compassion for clients in emotionally challenging situations
• Proficiency with account management systems and standard office software
• Knowledge of financial account operations and customer service best practices