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Experienced Insurance Customer Service Representative – FINRA Compliance (Remote)

Remote · USA Full-time New today

At arenaflex, we're dedicated to helping global enterprises run mission-critical systems while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private, and hybrid clouds. Our team of experts supports clients in optimizing and transforming their operations, reducing costs, and creating agile new growth channels. We're seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments to join our team.

About arenaflex

arenaflex is a leading provider of IT services and solutions, helping organizations navigate the complexities of the digital age. Our team of experts is passionate about delivering exceptional customer experiences, and we're committed to creating a workplace culture that values innovation, collaboration, and continuous learning. If you're a customer-focused professional with a passion for delivering exceptional service, we want to hear from you.

Job Summary

We're seeking an experienced Customer Service Representative to join our team in a remote capacity. As a key member of our customer service team, you'll be responsible for providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations. If you have a strong background in customer service, a passion for delivering exceptional experiences, and a commitment to compliance, we encourage you to apply.

Key Responsibilities

* Provide inbound customer service support, addressing complex inquiries and escalating cases as needed

  • Research and resolve customer inquiries in a timely and professional manner
  • Perform account updates, maintenance, and documentation to ensure accurate records
  • Process and distribute incoming and outgoing mail for multiple clients per service level agreements
  • Perform data entry and reconcile documents to maintain up-to-date information
  • Collaborate with team members, management, and customers to resolve service-related issues
  • Support escalation processes, service recovery efforts, and customer feedback remediation
  • Review and recommend improvements to procedures and workflows to enhance efficiency
  • Assist with training and mentoring less experienced staff
  • Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions

Qualifications

* Bachelor's degree in a related field (preferred)

  • Customer service experience in financial services, insurance, investments, or banking
  • Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing)
  • Experience working with organizational functions, personnel, and customer support tools
  • Proficiency in using help desk software, fax machines, and telephone systems

Preferred Qualifications

* Strong analytical and problem-solving skills

  • Excellent communication and interpersonal skills
  • Ability to work independently and follow written/oral instructions
  • Experience with Lean/Six Sigma methodologies (certification preferred)

Work Environment

* Remote (USA)

  • Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts)

Compensation and Benefits

arenaflex offers a competitive compensation package, including a salary range of $35,000 - $65,000 per year, depending on experience. Full-time hires are eligible to participate in the arenaflex benefit program, which includes health, dental, and vision insurance coverage, employee wellness, life and disability insurance, a retirement savings plan, paid holidays, and paid time off.

Career Growth Opportunities

At arenaflex, we're committed to helping our employees grow and develop their careers. We offer a range of training and development programs, including on-the-job training, mentorship, and certification programs. Our team is passionate about delivering exceptional customer experiences, and we're committed to creating a workplace culture that values innovation, collaboration, and continuous learning.

Why Join arenaflex?

* Work with a leading provider of IT services and solutions

  • Join a team of experts passionate about delivering exceptional customer experiences
  • Enjoy a competitive compensation package and comprehensive benefits program
  • Participate in training and development programs to help you grow and develop your career
  • Work in a remote capacity, with standard working hours and flexible scheduling

How to Apply

If you're a customer-focused professional with a passion for delivering exceptional service, we want to hear from you. Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you!

Equal Opportunity Employer

arenaflex is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. Apply for this job

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