Insurance Customer Service Representative - FINRA (Remote)

Posted 3 weeks ago

Customer Service

Full Time

USA

$35,000 - $65,000/year

Overview

This role involves providing exceptional customer support within the financial services sector, specifically related to insurance and investments, while ensuring compliance with FINRA regulations.

In Short

Provide inbound customer service support for financial inquiries.
Process account updates and maintain accurate records.
Handle complex customer inquiries and escalate as needed.
Collaborate with team members to resolve service-related issues.
Assist in training and mentoring less experienced staff.
Perform data entry and reconcile documents.
Support escalation processes and service recovery efforts.
Review and recommend improvements to workflows.
Provide Quality Assurance support for FINRA-registered associates.
Work remotely during standard hours, Monday to Friday.

Requirements

Bachelor’s degree in a related field (preferred).
Active FINRA Series 6 or 7 certification (or U5 status).
Experience in customer service within financial services.
Proficiency in help desk software and communication tools.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to work independently.
Experience with Lean/Six Sigma methodologies (preferred).

Benefits

Comprehensive health, dental, and vision insurance.
Employee wellness programs.
Life and disability insurance.
Retirement savings plan.
Paid holidays and time off.

F.C.C

FSG - Cybertek Corp

FSG - Cybertek Corp. is a part of DXC Technology (NYSE: DXC), a global leader in providing mission-critical IT services. The company specializes in modernizing IT systems, optimizing data architectures, and ensuring security and scalability across various cloud environments. Trusted by the world's largest companies and public sector organizations, FSG - Cybertek Corp. delivers a comprehensive range of services across the Enterprise Technology Stack, including business process outsourcing, insurance, analytics, engineering, applications, security, and cloud solutions. With a focus on enhancing performance, competitiveness, and customer experience, the company leverages technology and best practices to transform complex business processes and drive innovation in the IT landscape.

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