Hybrid Customer Service Specialist

Posted last month

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About the role

  • Handle incoming inquiries and provide problem resolution related to transactions and technical questions for our policyholders.
  • Thrive on phone conversations, handling 50 to 60 incoming calls daily with ease.
  • Provide outstanding customer service as your top priority.
  • Excel at problem-solving and are determined to overcome any obstacles that come your way.
  • Participate in various volunteer opportunities and local charity events supported by the company.

Requirements

  • Strong customer service skills with 1-2 years of experience in a related customer service role.
  • College degree and/or equivalent experience preferred.
  • Strong customer skills with 1-2 years’ experience in a related role.
  • FINRA SIE and series 6 or 7 license is required in this role.
  • Proactive and resourceful, with a knack for finding answers through research.
  • Strong analytical skills and creative thinking.
  • Skilled at handling multiple priorities in a fast-paced setting.
  • Motivated to learn quickly and adapt to changes.
  • Computer proficiency including Microsoft Word and Outlook.

Benefits

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

Job title

Customer Service Specialist

Job type

Experience level

JuniorMid level

Salary

$23 - $32 per hour

Degree requirement

Bachelor's Degree

Location requirements

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