51585480 FINRA Certified - Call Center Support Representative
Job Description
FINRA-licensed Registered Representative
life insurance and financial services experience
who are passionate about delivering exceptional customer service while ensuring compliance with regulatory standards.
Key Responsibilities
- Provide exceptional service through the inbound contact center, responding to
complex customer inquiries
and ensuring timely resolution or appropriate escalation.
- Research and resolve client requests efficiently while maintaining
high service standards and compliance requirements
.
- Perform
account updates, maintenance, and transaction processing
, ensuring accurate documentation and account history records.
- Process and distribute incoming and outgoing mail for multiple clients in accordance with
established service level agreements (SLAs)
.
- Conduct
data entry and document matching
to maintain accurate and up-to-date customer account information.
- Collaborate with team members, management, and customers to resolve service issues and improve the customer experience.
- Support
escalation management and service recovery activities
, including research and resolution for complex client cases.
- Assist with
Voice of the Customer (VOC)
feedback reviews and remediation actions when necessary.
- Contribute to
continuous improvement initiatives
, recommending enhancements to procedures and workflows to increase efficiency and service quality.
- Support supervisors with
daily operational activities
, including training or mentoring less experienced team members.
- Participate in
Quality Assurance (QA) reviews
High school diploma or GED
Minimum 2 years of customer service experience in a call center environment
Life insurance experience is required
.
- Prior experience in
financial services, investment services, insurance, or banking environments where FINRA certification was required
FINRA Series 6 or Series 7 license required at the time of hire
(currently registered or within the 2-year U5 FINRA window and in good standing).
Preferred Qualifications
- Experience working across multiple
organizational teams and stakeholders
.
- Familiarity with
contact center technology
, including phone systems, help desk software, and document processing tools.
- Strong
analytical and problem-solving skills
.
- Excellent
communication and customer engagement skills
.
- Ability to
work independently and manage multiple priorities
.
- Lean or
Six Sigma certification or experience
Remote position within the United States
- Company-provided equipment for your
home office setup
Standard work schedule
7:00 AM and 8:00 PM CST
If you are an applicant from the United States, Guam, or Puerto Rico
Disability Accommodations
Not included in the source posting: what you'll do, benefits.
Skills
Who can apply
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