Note: The job is a remote job and is open to candidates in USA. Equitable is committed to helping clients secure their financial well-being, and they are seeking a Customer Service Representative to join their Service Center. The CSR will handle incoming inquiries regarding insurance products, providing exceptional customer service while navigating multiple systems and processes.
Responsibilities
- Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals
- Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, ACW, and Adherence goals established by the department
- This position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures
Skills
- High School Diploma
- 1+ years of customer service experience with superior customer service skills
- College degree
- A strong commitment to our customers. Prior customer service experience with superior customer service skills
- Knowledge in insurance with an understanding of the financial market
- Ability to work alone and with a team in a highly structured environment
- Ability to research and effectively utilize available knowledge/ product resources
- Excellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skills
- Ability to learn and retain a large amount of detailed information within a short period of time
- Ability to multitask and use multiple systems simultaneously
- Strong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job
- High degree of professionalism; inclusive and collaborative work style
- Exceptional quality and service focus; highly productive and performance-driven
- Flexible/Adaptable – ability to work effectively in a variety of situations and respond to change in a positive manner
- Successfully manage a heavy call volume and sedentary nature of job. Required to sit at a workstation while on the telephone for 90% of the working day
- Reliable; ability to meet attendance and punctuality standards
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.Company H1B Sponsorship
Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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