Bilingual Solutions Center Representative
Job Summary
To support a growing insurance practice, the full-time Bilingual Solutions Center Representative will respond to customer inquiries, provide consultative solutions, and educate clients on product features while working remotely.
Key responsibilities
- Respond to incoming calls from investment professionals, plan sponsors, and members regarding products and account inquiries
- Analyze customer questions to identify underlying needs and provide consultative solutions
- Document customer interactions accurately and maintain appropriate records while ensuring compliance with FINRA requirements
Required qualifications
- At least 1 year of experience in customer service, client support, sales, or financial services
- Associate's Degree in Finance, Business Administration, Insurance, Economics, Communications, or a related discipline
- Strong working knowledge of computers and common office software
- Ability to analyze customer inquiries and provide accurate first-contact resolution
- Understanding of applicable FINRA regulations and company policies
Complete Job Description
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