A Customer Service Representative (CSR) at Primerica Financial Services typically plays a key role in assisting clients with inquiries, resolving issues, and providing information about financial products and services.
The primary responsibilities may include : Key Responsibilities : Client Support : Answer client inquiries via phone, email, or chat.
Provide accurate information about financial products, insurance policies, investments, and other services offered by Primerica.
Address and resolve customer concerns and complaints in a timely manner. Problem Solving : Troubleshoot customer issues with policy updates, account changes, and other service-related requests.
Escalate complex issues to relevant departments for further assistance. Financial Guidance : Assist clients with understanding their financial options, policies, or investments.
Provide information on billing, payments, and claims processing. Documentation and Record Keeping : Maintain up-to-date and accurate client records.
Ensure compliance with company policies and regulatory guidelines when handling sensitive customer data. Communication and Education : Educate customers on available financial tools, resources, and solutions that fit their needs.
Keep customers informed about new products and services. Skills and Qualifications : Strong verbal and written communication skills.
Problem-solving ability and a customer-oriented mindset. Basic understanding of financial products or willingness to learn about them.
Good organizational skills and attention to detail. Ability to handle stressful situations calmly and professionally. Preferred Experience : Previous customer service experience, especially in financial services or insurance, is often preferred.
LLQP Certificate is considered asset. CSC Certificate is considered asset. Powered by JazzHR
Customer Services Rep
A Customer Service Representative (CSR) at Primerica Financial Services typically plays a key role in assisting clients with inquiries, resolving issues, and providing information about financial products and services. Keep customers informed about new products and services. ...
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