What are the responsibilities and job description for the Remote WFH Customer Service Representative position at Get It Jobs?
Job Overview
Join our dynamic team as a Customer Service Representative working remotely from the comfort of your home. In this crucial role, you will deliver outstanding support to our members, partners, plan sponsors, and investment professionals. Your expertise in financial products and plans will enable you to expertly address customer inquiries, resolve account-related issues, and provide valuable assistance throughout their journey. This position offers a remarkable opportunity for career advancement within the finance sector, whether you are embarking on your professional journey or seeking to enhance your industry knowledge.
Key Responsibilities
This role not only offers the chance to develop and hone your customer service skills but also provides access to upward mobility within the company. Employees are supported in their career development, with opportunities to earn Series 6 and Series 26 licenses. Monthly meetings with leadership will empower you to strategize your career path and explore growth opportunities.
Work Environment And Schedule
This position offers a unique platform to engage with customers in the finance sector while working in an adaptable remote setting. You will not only enhance your financial acumen but also significantly contribute to your personal and professional development.
Employment Type: Full-Time
Join our dynamic team as a Customer Service Representative working remotely from the comfort of your home. In this crucial role, you will deliver outstanding support to our members, partners, plan sponsors, and investment professionals. Your expertise in financial products and plans will enable you to expertly address customer inquiries, resolve account-related issues, and provide valuable assistance throughout their journey. This position offers a remarkable opportunity for career advancement within the finance sector, whether you are embarking on your professional journey or seeking to enhance your industry knowledge.
Key Responsibilities
- Respond to incoming calls from investment professionals, plan sponsors, and members, tackling a diverse range of inquiries regarding financial products.
- Stay informed about updates and modifications to both current and retired financial products to deliver accurate service.
- Proactively assess customer needs and provide tailored advice and solutions.
- Document all interactions meticulously to foster enhanced customer relationships and ensure a personalized service experience.
- Adhere to industry regulations, policies, and legal requirements at all times.
- Educate customers on significant financial topics, including tax implications, penalties, death benefits, and income options.
- Efficiently resolve customer issues with a focus on achieving first-contact resolution, collaborating with internal teams as needed.
- Engage in monthly one-on-one discussions with leadership to outline your career goals and identify growth opportunities.
- Perform additional tasks as required.
- Outstanding customer service skills, complemented by a minimum of 1 year of call center experience.
- Strong verbal and written communication abilities.
- Proficiency with computers and standard office software applications.
- Capacity to understand intricate plan and contract details and utilize technology to enhance customer interactions.
- Familiarity with insurance products and the sales process is advantageous.
- High School Diploma or GED is required; a Bachelor's Degree is preferred.
This role not only offers the chance to develop and hone your customer service skills but also provides access to upward mobility within the company. Employees are supported in their career development, with opportunities to earn Series 6 and Series 26 licenses. Monthly meetings with leadership will empower you to strategize your career path and explore growth opportunities.
Work Environment And Schedule
- Training: Participate in a comprehensive 6-week remote training program, Monday to Friday, 8:00 AM to 4:30 PM.
- Post-Training: Enjoy flexible scheduling options after training, including fully remote, hybrid (1-2 office days per month), or in-office arrangements.
- Working Hours: Post-training shifts are Monday to Friday (8 AM - 9 PM) and Saturday (6 AM - 4 PM).
- Reliable internet access is mandatory for remote work.
This position offers a unique platform to engage with customers in the finance sector while working in an adaptable remote setting. You will not only enhance your financial acumen but also significantly contribute to your personal and professional development.
Employment Type: Full-Time
