Remote Customer Service Representative | WFH

Job Overview

We are actively looking for a committed and personable Customer Service Representative to enhance our remote team. In this pivotal role, you will serve as the primary representative for our organization, delivering outstanding support to our members, partners, plan sponsors, and investment professionals. Your responsibilities will include addressing account inquiries, clarifying plan fees, and providing intricate product information to ensure customers possess a comprehensive understanding of their plans. This position is an excellent opportunity for individuals eager to embark on a career in finance or deepen their industry knowledge within a nurturing environment.

Key Responsibilities

• Deliver exceptional service by managing inbound calls from investment professionals, plan sponsors, and members, addressing a spectrum of inquiries concerning financial products and services.
• Maintain a thorough understanding of our product offerings and effectively relay any updates or changes to customers.
• Engage actively with customers to discern both expressed and underlying needs, offering timely and constructive solutions.
• Accurately document customer interactions to enhance our understanding and strengthen relationships with our members.
• Adhere to all compliance regulations, company policies, and legal requirements to uphold professional standards during every interaction.
• Educate customers on various topics, including tax implications, surrender charges, death benefits, and other pertinent plan details, ensuring thorough comprehension.
• Analyze customer concerns to identify solutions, striving for first-call resolution while collaborating with internal teams for escalated issues.
• Participate in regular meetings with leadership to establish career aspirations and formulate a personalized development plan, with ample opportunities for growth and advancement.
  
  

Required Skills

• Strong verbal and written communication skills to engage effectively with customers and colleagues.
• Comfort with technology and office software, facilitating effective customer interactions.
• Ability to grasp complex financial plans and contracts.
• Knowledge of insurance products and the sales process is advantageous.
• Proactive problem-solving aptitude with a customer-focused mindset.
  
  

Qualifications

• High School Diploma or GED is required; a Bachelor's Degree is preferred but not mandatory.
• A minimum of one year of experience in a call center or customer service environment is essential.
  
  

Career Growth Opportunities

• Participate in a comprehensive training program (6 weeks fully remote) that lays a solid foundation for your career.
• Post-training, enjoy the flexibility to select fully remote, hybrid, or in-office work arrangements.
• Opportunities for upward mobility within the organization, including the potential to acquire your Series 6 and/or Series 26 license.
  
  

Company Culture And Values

• Our organization fosters a collaborative and supportive work atmosphere, prioritizing effective communication and proactive problem-solving.
• We aim to cultivate a culture of growth and opportunity where team members can flourish in their roles while contributing to our collective success.
  
  

Compensation And Benefits

• Comprehensive benefits package, including medical, dental, and retirement plans.
• Flexibility in work arrangements, allowing for a work-life balance that suits your lifestyle.
• Opportunity to earn college credits at Rio Salado College at no cost, enhancing your educational journey.
• Competitive salary commensurate with experience, paired with generous vacation and paid time off policies.
  
  

Employment Type: Full-Time