CSR - Customer Service Representative Job at Pomeroy

Pomeroy Remote

We are looking for a contract customer service rep who has experience and interest in the financial industry! Upon hire candidates must be willing to obtain FINRA (formerly NASD) Series 6 license within 90 days of hire.

This position is fully remote and will operate on CST.

Responsibilities:

  • Respond to customers, agents and broker/dealer’s requests via telephone or email, providing high quality service to customers who have insurance or other financial service products or benefit plans.
  • Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays.
  • Educate Financial Service Representatives on market requirements, processes, contract provisions and annuity products.
  • Efficiently process transactions and track responses to ensure completion.
  • Enhance and strengthen the relationship between the customer and BHF using strong communication skills, keen listening skills and empathy.
  • Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer’s inquiry.
  • Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills.

Required Qualifications

  • High School diploma
  • 1-2 years customer service experience
  • An ability to work a shift during the hours of operation of 7:30 AM to 5:30 PM Monday – Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs.
  • Must obtain FINRA (formerly NASD) Series 6 license within 90 days of hire
  • Outstanding customer service skills and dedication to providing exceptional customer care
  • Exceptional listening and analytical skills
  • Solid time management skills
  • Ability to multitask and successfully operate in a fast paced, team environment
  • Must adapt well to change and successfully set and adjust priorities as needed

Preferred Qualifications

  • Some college experience or a trade or professional certification.
  • Insurance or Financial Services industry experience or Product specific experience.
  • Prior Call Center experience is highly preferred.
  • A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
  • A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.

Strong computer/keyboard skills as well as solid math, analytical and problem-solving skills.

Job Types: Full-time, Contract, Temporary

Pay: $17.00 per hour

Experience level:

  • 2 years

Shift:

  • Morning shift

Weekly day range:

  • Monday to Friday

Work setting:

  • Remote

Application Question(s):

  • Are you looking for C2C opportunities?

Experience:

  • Customer Service: 3 years (Required)
  • Call center: 1 year (Preferred)

License/Certification:

  • FINRA (formerly NASD) Series 6 license (Preferred)

Work Location: Remote




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