Insurance Call Center Representative (FINRA Preferred)

DXC Technology • Nashville, TN

3d

About The Position

We are seeking a customer-focused Insurance Customer Service Representative to support clients with inquiries related to insurance and financial products. This role requires strong communication skills, attention to detail, and the ability to operate in a fast-paced, high-volume call center environment. Candidates with FINRA Series 6 or 7 licenses are strongly preferred, as the role involves supporting clients with regulated financial and insurance-related services.

Requirements

• High school diploma or equivalent (G.E.D.).
• 2+ years of experience in customer service, call center, or a high-volume client-facing environment.
• Strong communication skills (verbal and written) with the ability to explain information clearly and professionally.
• Proven ability to manage difficult conversations and de-escalate customer concerns.
• Strong attention to detail and organizational skills.
• Ability to multitask and navigate multiple systems efficiently.
• Comfortable working in a fast-paced, metrics-driven environment.

Nice To Haves

• Active FINRA Series 6 or Series 7 license (strongly preferred).
• Experience in financial services, insurance, or brokerage environments.
• Familiarity with investment or insurance products (e.g., annuities, retirement accounts, policies).
• Experience working with CRM systems or call center technologies.

Responsibilities

• Handle inbound customer calls, providing timely and accurate responses to inquiries related to insurance and financial products.
• Assist clients with account servicing, including policy information, transactions, updates, and general inquiries.
• Research and resolve customer issues, ensuring a high level of service and timely follow-up.
• Accurately document all customer interactions, transactions, and resolutions in internal systems.
• Process customer requests such as account updates, documentation requests, and transaction-related activities in compliance with company policies and regulatory requirements.
• Meet or exceed established service level agreements (SLAs), quality standards, and performance metrics.
• Escalate complex or sensitive issues to the appropriate teams when necessary.
• Maintain a strong understanding of products, services, and regulatory guidelines.
• Identify opportunities to improve processes and enhance the customer experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees