Insurance Customer Service Representative

Job Summary

A company is looking for a Customer Service Representative in the Insurance/Banking sector.

Key Responsibilities:

• Serve as the primary contact for beneficiaries regarding account access and support
• Handle inbound calls related to account setup, debit card issues, balance inquiries, and payment assistance
• Provide empathetic guidance while ensuring compliance with policies and accurately documenting interactions

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 with empathy and professionalism
• Proficiency with account management systems and standard office software
• Knowledge of financial account operations and experience supporting beneficiaries in financial contexts