Customer Service Representative - Life Insurance

A company is looking for a Customer Service Representative - Insurance / Banking.

Key Responsibilities

Serve as the primary contact for beneficiaries regarding account management and support

Handle inbound calls related to account setup, debit card issues, balance inquiries, and transaction disputes

Provide clear information on account options and ensure compliance with internal policies and financial regulations

Required Qualifications

High school diploma or equivalent; associate or bachelor's degree preferred

Prior experience in a call center, financial services, insurance, or banking environment

Empathy and compassion for clients in emotionally challenging situations

Proficiency with account management systems and standard office software

Knowledge of financial account operations and customer service best practices