2 jobs found in Spring, TX

Job Description: We are seeking a customer-focused Insurance Customer Service Representative to support clients with inquiries related to insurance and financial products. This role requires strong communication skills, attention to detail, and the ability to operate in a fast-paced, high-volume call center environment. Candidates with FINRA Series 6 or 7 licenses are strongly preferred, as the role involves supporting clients with regulated financial and insurance-related services. Key Responsibilities Handle inbound customer calls, providing timely and accurate responses to inquiries related to insurance and financial products. Assist clients with account servicing, including policy information, transactions, updates, and general inquiries. Research and resolve customer issues, ensuring a high level of service and timely follow-up. Accurately document all customer interactions, transactions, and resolutions in internal systems. Process customer...

Job Description: We are seeking a FINRA-licensed Registered Representative to join our customer service team. In this role, you will provide high-quality support to clients through our contact center, assisting with complex inquiries, account maintenance, and financial service transactions. This is an excellent opportunity for professionals with life insurance and financial services experience who are passionate about delivering exceptional customer service while ensuring compliance with regulatory standards. Key Responsibilities Provide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation. Research and resolve client requests efficiently while maintaining high service standards and compliance requirements . Perform account updates, maintenance, and transaction processing , ensuring accurate documentation and account history records. Process and distribute...