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Insurance Financial Services Representative

7/2/2025

Not specified

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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