Customer Service Representative
Job Description
BRING YOUR INSURANCE, FINANCE or BANKING EXPERIENCE
Have you helped customers understand their accounts, resolve billing questions, or navigate important financial decisions? Your experience could be a great fit.
We’re looking for a Customer Service Representative who combines clear communication with accuracy, follow-through, and care. If you’ve worked as a bank teller, personal banker, insurance customer service representative, loan servicing specialist, or financial services support professional, we encourage you to apply.
Benefits
- Flexible Schedule
- Career Growth Opportunities
- Hands on Training
Responsibilities
WHAT YOU WILL DO
Help customers by phone, email, and [chat/in person], providing clear answers and timely support.
Respond to questions about accounts, billing, payments, and services.
Explain policies and next steps in language customers can understand.
Research concerns, resolve issues within your authority, and coordinate with other teams when needed.
Maintain accurate records of customer conversations and account updates.
Handle sensitive information with discretion and follow company procedures.
Follow through on open requests so customers know what to expect.
Requirements
WHAT YOU WILL BRING
Customer service experience; a background in banking, insurance, lending, or financial services is strongly preferred.
Strong listening skills and the ability to stay calm during challenging conversations.
Attention to detail when reviewing information, entering data, and documenting requests.
Confidence working across multiple computer systems.
Sound judgment, reliability, and a commitment to treating customers with respect.
Relevant experience may include: bank teller, personal banker, member services representative, insurance account representative, claims support, loan servicing, billing support, or financial services call center work.