DXC Technology

Insurance Call Center Representative – FINRA Preferred

DXC Technology

full-time

Posted on:

Location Type: Office

Location: Louisiana • Missouri • United States

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About the role

  • 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 requests such as account updates, documentation requests, and transaction-related activities in compliance with company policies and regulatory requirements.
  • Meet or exceed established service level agreements (SLAs), quality standards, and performance metrics.
  • Escalate complex or sensitive issues to the appropriate teams when necessary.
  • Maintain a strong understanding of products, services, and regulatory guidelines.
  • Identify opportunities to improve processes and enhance the customer experience.

Requirements

  • High school diploma or equivalent (G.E.D.)
  • 2+ years of experience in customer service, call center, or a high-volume client-facing environment
  • Strong communication skills (verbal and written) with the ability to explain information clearly and professionally
  • Proven ability to manage difficult conversations and de-escalate customer concerns
  • Strong attention to detail and organizational skills
  • Ability to multitask and navigate multiple systems efficiently
  • Comfortable working in a fast-paced, metrics-driven environment
  • Active FINRA Series 6 or Series 7 license (strongly preferred)
  • Experience in financial services, insurance, or brokerage environments
  • Familiarity with investment or insurance products (e.g., annuities, retirement accounts, policies)
  • Experience working with CRM systems or call center technologies
Benefits
  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicecall center experienceaccount servicingtransaction processingdocumentationissue resolutionprocess improvementmultitaskingattention to detailmetrics-driven performance
Soft Skills
strong communication skillsde-escalationorganizational skillsproblem-solvingcustomer experience enhancement
Certifications
FINRA Series 6 licenseFINRA Series 7 license