Overview
We are seeking a Customer Service Representative to join our team. In this role, you will handle a high volume of inbound calls while providing accurate, timely, and professional support to clients, agents, and third parties. This is an excellent opportunity for candidates who thrive in a fast-paced call center environment and are eager to build knowledge within the financial services industry.
Key Responsibilities

+ Handle 45–55 inbound calls per day, ranging from simple inquiries to complex, market-sensitive requests

+ Respond to requests from agents, policyholders, and third parties via phone

+ Educate customers on company products, including policy details, product changes, tax implications, and state regulations

+ Provide clear explanations of policy information such as beneficiary details, terms, and account values

+ Accurately document all customer interactions and ensure appropriate resolutions

+ Process a var...