Remote Customer Service Representative

To support a growing client base, the full-time Remote Customer Service Representative will engage with clients and financial representatives, resolving inquiries and processing transactions related to insurance and financial products while maintaining a high standard of customer service and confidentiality. Key Responsibilities Provide prompt and courteous service to clients and financial representatives via phone and email Handle basic and intermediate inquiries regarding insurance and investment products, applying defined processes for routine issues Develop professional relationships with clients to enhance brand loyalty and improve overall client experience Required Qualifications An Associate's degree in Business, Finance, or a related field, or equivalent professional experience Proficiency in using modern software packages and navigating complex systems Strong organizational and multitasking abilities in a fast-paced environment A proactive approach to problem-solving with a commitment to continuous learning Exceptional verbal and written communication skills with a customer-focused mindset