FINRA-Licensed Insurance Support Specialist

DXC Technology; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

DXC Technology seeks a FINRA-licensed Registered Representative to join our customer service team. You will support clients via our contact center, handling complex inquiries, account maintenance, and financial service transactions.

Ideal candidates will have life insurance experience and FINRA certification. The role emphasizes regulatory compliance, accuracy, and exemplary customer service in a fast-paced environment.

Qualifications

• Minimum 2 years of customer service experience in a call center environment.
• Life insurance experience is required.
• FINRA Series 6 or Series 7 license required at the time of hire (currently registered or within the 2-year U5 FINRA window and in good standing).

Responsibilities

• Provide high-quality service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation.
• Research and resolve client requests efficiently while maintaining high service standards and compliance requirements.
• Perform account updates, maintenance, and transaction processing, ensuring accurate documentation and account history records.
• Process and distribute incoming and outgoing mail for multiple clients in accordance with SLAs.
• Conduct data entry and document matching to maintain accurate customer account information.
• Collaborate with team members, management, and customers to resolve service issues and improve the customer experience.
• Support escalation management and service recovery activities for complex client cases.
• Assist with Voice of the Customer (VOC) feedback reviews and remediation actions.
• Contribute to continuous improvement initiatives, recommending procedural and workflow enhancements.

Skills

Customer service experience

Life insurance experience

FINRA Series 6/7 license

Education

High school diploma or GED

Job description

DXC Technology seeks a FINRA-licensed Registered Representative to join our customer service team. You will support clients via our contact center, handling complex inquiries, account maintenance, and financial service transactions.

Ideal candidates will have life insurance experience and FINRA certification. The role emphasizes regulatory compliance, accuracy, and exemplary customer service in a fast-paced environment.