Job Summary
A company is looking for a Financial Services Representative - Insurance.
Key Responsibilities
- Serve as the main contact for customers regarding service issues, troubleshooting, and entering service requests into systems
- Educate clients and advisors on services and assist in resolving usability issues, referring complex problems to service partners
- Respond to customer inquiries and process routine service transactions efficiently using various computer applications
Required Qualifications
- Education: High school diploma or GED
- 0 to 1 year of relevant experience required
- Post-secondary education may be combined with relevant work experience to meet qualifications
- Access to high-speed internet for remote work
- Previous customer service experience is preferred
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