Insurance Customer Service - FINRA (Remote)

Tennessee, United States

Full-time

Remote

$35K/yr - $65K/yr

New Grad, Entry Level

DXC Technology is an IT and consulting services company that offers insurance software, security, and application development services. They are seeking a highly skilled Customer Service Representative with experience in financial services to provide exceptional customer support and ensure compliance with FINRA regulations.

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Responsibilities

Provide inbound customer service support, addressing complex inquiries and escalating cases as needed
Research and resolve customer inquiries in a timely and professional manner
Perform account updates, maintenance, and documentation to ensure accurate records
Process and distribute incoming and outgoing mail for multiple clients per service level agreements
Perform data entry and reconcile documents to maintain up-to-date information
Collaborate with team members, management, and customers to resolve service-related issues
Support escalation processes, service recovery efforts, and customer feedback remediation
Review and recommend improvements to procedures and workflows to enhance efficiency
Assist with training and mentoring less experienced staff
Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions

Qualification

Required

Bachelor’s degree in a related field (preferred)
Customer service experience in financial services, insurance, investments, or banking
Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing)
Experience working with organizational functions, personnel, and customer support tools
Proficiency in using help desk software, fax machines, and telephone systems