Insurance Customer Service - FINRA (Remote)

DXC Consulting & Engineering Services; Johnson City (TN); Remote; USD 35,000 - 65,000; Full time

Job summary

A leading company is seeking a Customer Service Representative for their Insurance Services team. This remote role involves providing exceptional support in financial services while ensuring compliance with FINRA regulations. The ideal candidate will have a Bachelor's degree and relevant experience, including customer service in insurance or banking. Join a dynamic team focused on enhancing customer experiences and operational efficiency.

Benefits

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Retirement plan

Paid holidays

Paid time off

Qualifications

• Customer service experience in financial services, insurance, investments, or banking.
• Active FINRA Series 6 or 7 certification.

Responsibilities

• Provide inbound customer service support, addressing complex inquiries.
• Perform account updates and maintain accurate records.
• Collaborate with team members to resolve service-related issues.

Skills

Customer service

Analytical skills

Communication

Problem-solving

Education

Bachelor’s degree

Tools

Help desk software

Job description

Insurance Customer Service - FINRA (Remote)

Join to apply for the Insurance Customer Service - FINRA (Remote) role at DXC Consulting & Engineering Services.

Job Description

DXC Technology (NYSE: DXC) helps global enterprises run mission-critical systems while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private, and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to drive performance, competitiveness, and superior customer experiences. Learn more at DXC.com.

Our DXC Insurance Services team supports clients in optimizing and transforming their operations, reducing costs, and creating agile new growth channels. We enhance and automate complex middle- and back-office processes while facilitating customer experience transformations.

We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations.

Qualifications

Required:

• Bachelor’s degree in a related field (preferred).
• Customer service experience in financial services, insurance, investments, or banking.
• Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing).
• Experience working with organizational functions, personnel, and customer support tools.
• Proficiency in using help desk software, fax machines, and telephone systems.

Preferred:

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and follow written/oral instructions.
• Experience with Lean/Six Sigma methodologies (certification preferred).

Key Responsibilities

• Provide inbound customer service support, addressing complex inquiries and escalating cases as needed.
• Research and resolve customer inquiries in a timely and professional manner.
• Perform account updates, maintenance, and documentation to ensure accurate records.
• Process and distribute incoming and outgoing mail for multiple clients per service level agreements.
• Perform data entry and reconcile documents to maintain up-to-date information.
• Collaborate with team members, management, and customers to resolve service-related issues.
• Support escalation processes, service recovery efforts, and customer feedback remediation.
• Review and recommend improvements to procedures and workflows to enhance efficiency.
• Assist with training and mentoring less experienced staff.
• Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.

Work Environment

• Remote (USA)
• Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).

Compensation at DXC is influenced by experience, skills, and organizational factors, with an estimated range of $35,000 - $65,000. Full-time employees are eligible for benefits including health, dental, vision, life, disability insurance, a retirement plan, paid holidays, and paid time off.

DXC is an Equal Opportunity Employer and participates in E-Verify. We provide accommodations for individuals with disabilities upon request. Beware of recruitment scams; DXC does not ask for payments or equipment purchases during the hiring process.

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