Customer Service Representative

Job Summary

A company is looking for a Customer Service Representative - Beneficiary.

Key Responsibilities:

• Serve as the primary contact for beneficiaries regarding account access and welcome packages
• Handle inbound calls for account setup, debit card issues, balance inquiries, and account transfers or closures
• Provide empathetic support and clear information on account options while documenting interactions accurately

Qualifications:

• High school diploma or equivalent; associate or bachelor's degree preferred
• Prior experience in a call center, financial services, insurance, or banking environment
• Ability to connect with clients during emotionally challenging situations
• Proficiency with account management systems and standard office software
• Experience supporting beneficiaries or clients in financial/insurance contexts