Texas Licensed Customer Support Representative

Job Summary

To enhance customer experience, the full-time Texas Licensed Customer Support Representative will manage inquiries related to insurance annuities via telephone and email, ensuring high-quality service and effective problem resolution.

Key responsibilities

• Respond to customer inquiries regarding insurance and financial service products, providing accurate information and support
• Research and resolve issues related to policy provisions, application discrepancies, and transaction processing
• Educate Financial Service Representatives on annuity products and market requirements to ensure effective communication and service delivery

Required qualifications

• High School diploma
• 1-2 years of customer service experience
• Must obtain FINRA Series 6 license within 90 days of hire
• Outstanding customer service skills with a dedication to exceptional care
• Strong time management skills and ability to multitask in a fast-paced environment