Insurance Call Center Representative

Job description

Job Description: We are seeking a customer-focused Insurance Customer Service Representative to support clients with inquiries related to insurance and financial products. This role requires strong communication skills, attention to detail, and the ability to operate in a fast-paced, high-volume call center environment. Candidates with FINRA Series 6 or 7 licenses are strongly preferred, as the role involves supporting clients with regulated financial and insurance-related services. Key Responsibilities: Handle inbound customer calls, providing timely and accurate responses to inquiries related to insurance and financial products. Assist clients with account servicing, including policy information, transactions, updates, and general inquiries. Research and resolve customer issues, ensuring a high level of service and timely follow-up. Accurately document all customer interactions, transactions, and resolutions in internal systems. Process customer requests such as account updates, documentation requests, and transaction-related activities in compliance with company policies and regulatory requirements. Meet or exceed established service level agreements (SLAs), quality standards, a...