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We are looking for a proactive, empathetic, and detail-oriented Financial Customer Service Specialist to join our team. In this role, you will be the frontline ambassador for our premium financial services, ensuring that our brokers and clients receive seamless support throughout their premium funding journey.
The ideal candidate thrives in a fast-paced environment, possesses a client-first mindset, and can navigate complex financial inquiries with ease and professionalism.
Key Responsibilities
Primary Point of Contact: Manage high-volume inbound phone calls and emails, providing accurate and timely information regarding funding applications, payment schedules, and account statuses.
Broker Support: Build and maintain strong relationships with insurance brokers, assisting them with quote generation, docu...