Insurance Customer Service - FINRA (Remote)

DXC Technology; United States; Remote; USD 35,000 - 65,000; Full time

Job summary

A leading company is seeking a Customer Service Representative with a background in financial services. This remote role involves providing exceptional customer support, processing inquiries, and ensuring compliance with FINRA regulations. The ideal candidate will have strong analytical skills, excellent communication abilities, and a relevant degree. Full-time employees enjoy comprehensive benefits, including health and retirement plans.

Benefits

Health insurance

Dental insurance

Vision insurance

Wellness programs

Life insurance

Disability insurance

Retirement plans

Paid holidays

Paid time off

Qualifications

• Must have an active FINRA Series 6 or 7 certification.
• Experience in financial services or insurance is required.

Responsibilities

• Provide inbound customer support and address complex inquiries.
• Perform account updates and maintain accurate records.
• Assist in training and mentoring less experienced staff.

Skills

Customer service

Analytical skills

Communication

Education

Bachelor’s degree

Tools

Help desk software

Job description

Insurance Customer Service - FINRA (Remote)

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Locations: USA - TN - ANY CITY

Type: Full time

Posted: 2 Days Ago

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 superior 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

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

Preferred Skills

• Strong analytical and problem-solving abilities.
• 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 support, addressing complex inquiries and escalating as needed.
• Research and resolve customer inquiries promptly and professionally.
• Perform account updates, maintenance, and documentation for accurate records.
• Process and distribute mail for multiple clients per service agreements.
• Perform data entry and reconcile documents to maintain up-to-date information.
• Collaborate with team members, management, and customers to resolve issues.
• Support escalation processes, service recovery, and feedback remediation.
• Review and suggest improvements to procedures and workflows.
• Assist in training and mentoring less experienced staff.
• Provide Quality Assurance (QA) support, including reviews for FINRA-registered associates handling variable investment transactions.

Work Environment

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

Compensation is influenced by experience, skills, and organizational factors. Estimated range: $35,000 - $65,000.

Full-time employees are eligible for DXC’s benefits, including health, dental, vision insurance, wellness programs, life and disability insurance, retirement plans, paid holidays, and paid time off.

Equal Opportunity Employment

DXC is an Equal Opportunity employer. All qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, citizenship, or other protected status.

We participate in E-Verify. For accommodations due to disability, contact us via email.

Beware of recruitment fraud. DXC does not ask for payments or IT equipment purchases at any stage of the hiring process. More info on scams here.