Insurance Customer Service - FINRA (Remote)
Job title: Insurance Customer Service - FINRA (Remote) in USA at DXC Technology
Company: DXC Technology
Job description: Job Description:DXC Technology (NYSE: DXC) helps global enterprises run mission-critical systems while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private, and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to drive performance, competitiveness, and superior customer experiences. Learn more at .Our DXC Insurance Services team supports clients in optimizing and transforming their operations, reducing costs, and creating agile new growth channels. We enhance and automate complex middle- and back-office processes while facilitating superior customer experience transformations.We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations.**To qualify for this role, you MUST have an active, verifiable FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing.**Key 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.
- 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.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and follow written/oral instructions.
- Experience with Lean/Six Sigma methodologies (certification preferred).
- Remote (USA)
- Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).
Expected salary: $35000 - 65000 per year
Location: USA
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