Call Center Customer Service Representative

Job ResponsibilitiesHandle inbound and outbound calls from customers regarding insurance, investment, and other financial products.Provide accurate information about product features, pricing, eligibility criteria, and application procedures.Assist customers in resolving issues, complaints, and inquiries in a professional and timely manner.Educate customers on available services, promotions, and cross-sell/up-sell opportunities.Maintain comprehensive knowledge of financial products, services, and industry regulations.Follow company scripts and guidelines for handling different types of calls and scenarios.Document all customer interactions accurately in the CRM system.Collaborate with other departments such as sales, operations, and compliance to ensure seamless customer service delivery.Meet or exceed individual and team performance targets, including call handling time, conversion rates, and customer satisfaction scores.Continuously update skills and knowledge through training programs and self-learning initiatives.Job RequirementsBachelor's degree in finance, business, or related field preferred.Previous experience in a call center or customer service role, preferably in the financial industry.Excellent communication skills in English. Strong interpersonal skills and ability to build rapport with customers.Sound knowledge of financial products, services, and regulatory requirements.Proficiency in using CRM software and other call center tools.Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.Problem-solving skills and attention to detail.Willingness to work flexible hours, including weekends and holidays, if required.Certification or training in financial services or customer relationship management (CRM) is a plus. PRB