A fantastic temp to perm opportunity to join a vibrant and growing firm. Hybrid and remote work available.
Client Details
An Insurance Firm.
Description
?? Duties & Responsibilities:
Serve as the first point of contact for client inquiries via phone, email, and chat
Provide accurate information about our financial products and services
Assist clients with account questions, transactions, and issue resolution
Maintain detailed records of customer interactions in CRM systems
Uphold strict confidentiality and compliance with financial regulations
Escalate complex cases to senior team members when necessary
Contribute to a positive, solutions-oriented team environment
Profile
? What We're Looking For:
Excellent communication and interpersonal skills
Ability to explain financial information clearly and confidently
Strong problem-solving abilities and attention to detail
Previous experience in customer service or is a plus
Familiarity with financial products, banking, or investment tools preferred
High level of professionalism and discretion
Job Offer
?? What We Offer:Training and professional development
Opportunities for growth within the company
A supportive, team-focused work culture
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