Customer Experience Specialist - Fintech & Insurance

Gainbridge; Zionsville (IN); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health insurance

401K match

Dental & vision

Disability insurance

EAP program

Job summary

Gainbridge is seeking a dedicated Customer Experience professional to be the first point of contact for customers across phone, email, and chat. You will guide enrollment, service policies, and manage contract changes while maintaining precise CRM and policy administration data.

Ideal candidates have 2+ years in customer service, a Bachelor’s degree or equivalent, and the ability to multitask across tools like Office 365, Google Suite, Confluence, Zendesk, Salesforce, and Amazon Connect.

Qualifications

• 2+ years of customer service experience.
• Bachelor’s degree or equivalent work experience.
• Ability to handle calls/chats with resilience and positivity.
• Proficient with Office 365, Google Suite, Confluence, Zendesk, Salesforce.

Responsibilities

• Serve as the first point of contact via phone, email, chat.
• Assist with enrollment, policy servicing, and changes to contracts.
• Maintain accurate CRM and policy admin data.
• Collaborate with teams to resolve inquiries and meet targets.

Skills

Customer service

Communication

Multitasking

Tech skills

Education

Bachelor’s degree or equivalent

Tools

Office 365

Google Suite

Confluence

Zendesk

Amazon Connect

Salesforce

Job description

Gainbridge is seeking a dedicated Customer Experience professional to be the first point of contact for customers across phone, email, and chat. You will guide enrollment, service policies, and manage contract changes while maintaining precise CRM and policy administration data.

Ideal candidates have 2+ years in customer service, a Bachelor’s degree or equivalent, and the ability to multitask across tools like Office 365, Google Suite, Confluence, Zendesk, Salesforce, and Amazon Connect.