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Insurance Customer Support / FINRA Certified (USA Remote)

Remote · USA Full-time New today
Job Description:Essential Job Functions:We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations.Key Responsibilities * Provide inbound customer service support, addressing reputed company inquiries and escalating cases as needed.
  • Research and resolve customer inquiries in a timely and professional manner.
  • reputed company account updates, maintenance, and documentation to ensure accurate records.
  • Process and distribute incoming and outgoing mail for multiple clients per service level agreements.
  • reputed company data entry and reconcile documents to maintain up-to-date information.
  • Collaborate with team members, management, and customers to resolve service-reputed company issues.
  • Support escalation processes, service recovery efforts, and customer feedback remediation.
  • Review and recommend improvements to procedures and workflows to enhance efficiency.
  • Assist with training and mentoring less reputed company staff.
  • Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.
QualificationsRequired: * Bachelor’s degree in a reputed company field (preferred).
  • Customer service experience in financial services, insurance, investments, or banking.
  • Active FINRA Series 6 or 7 certification (or U5 status reputed company the 2-year FINRA window, in good standing).
  • Experience working with organizational functions, personnel, and customer support tools.
  • Proficiency in using help desk software, fax machines, and telephone systems.
Preferred: * Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and follow written/oral instructions.
  • Experience with Lean/Six reputed company methodologies (certification preferred).
Work Environment * Remote (USA)
  • Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).
If you are an applicant from the United States, Guam, or Puerto Ricoreputed company Company (DXC) is an Equal Opportunity employer. reputed company reputed company candidates will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below .We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view reputed company applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.Disability AccommodationsIf you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us reputed company .Please note: DXC will respond only to requests for accommodations due to a disability.Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to reputed company payments as part of their illegitimate reputed company process. DXC does not reputed company offers of employment reputed company social media networks and DXC never asks for any money or payments from applicants at any reputed company in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available . Apply for the job now! Apply for this job

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