Remote FINRA Insurance Support Specialist

DXC Technology Company; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

DXC Technology Company seeks a FINRA-licensed Registered Representative for its insurance services customer care team. You will handle complex inquiries, process transactions, and ensure compliance while working remotely within the United States.

Ideal candidates have life insurance experience, at least two years in customer service, and FINRA licensing. The role emphasizes service quality, SLA adherence, and collaboration across teams to resolve issues and enhance client experiences.

Qualifications

• High school diploma or GED required.
• Minimum 2 years of customer service experience in a call center.
• Life insurance experience is required.
• Experience in financial services, investment services, insurance, or banking with FINRA requirements.
• FINRA Series 6 or Series 7 license required at hire (or within 2-year U5 window).

Responsibilities

• Provide high-quality service through the inbound contact center with complex inquiries.
• Research and resolve client requests with compliance in mind.
• Perform account updates, maintenance, and transaction processing.
• Process and distribute mail for multiple clients per SLAs.
• Data entry and document matching to keep customer records accurate.
• Collaborate with teams to resolve issues and improve service.
• Support escalation management and service recovery for complex cases.
• Assist with VOC feedback reviews and remediation actions.
• Contribute to continuous improvement initiatives and workflows.
• Support daily operational activities and mentoring of teammates.
• Participate in QA reviews for FINRA-regulated transactions.

Skills

Customer service

FINRA license

Life insurance experience

Financial services

Education

High school diploma or GED

Tools

Phone systems

Document processing tools

Job description

DXC Technology Company seeks a FINRA-licensed Registered Representative for its insurance services customer care team. You will handle complex inquiries, process transactions, and ensure compliance while working remotely within the United States.

Ideal candidates have life insurance experience, at least two years in customer service, and FINRA licensing. The role emphasizes service quality, SLA adherence, and collaboration across teams to resolve issues and enhance client experiences.