BPO Insurance CSR - FINRA Series 6/7 Required

Job Summary:
We are looking for a highly motivated and customer-focused Customer Service Representative to join our Insurance Account team. This role requires a FINRA Series 6 or 7 license and a passion for delivering outstanding service to clients in the financial and insurance sectors. You will handle client inquiries, provide policy-related support, and assist with account transactions in a professional and efficient manner.

Key Responsibilities:
Handle inbound and outbound calls from insurance and financial clients
Provide accurate information and support regarding policies, coverage, and investment products
Assist clients with account updates, policy inquiries, and transaction processing
Ensure compliance with regulatory and company standards, including FINRA guidelines
Maintain professionalism and accuracy in documentation and communication
Escalate complex issues to the appropriate departments when necessary

Qualifications:
FINRA Series 6 or 7 License (Required)
Senior High School Graduate OR completed at least 2 years in college with no back subjects
Excellent verbal and written English communication skills
At least 6 months to 1 year of customer service experience preferred (BPO/Healthcare/Finance an advantage)
Willing to work onsite in Taguig
Willing to work on a night shift schedule
Strong attention to detail, customer service orientation, and problem-solving skills

Perks & Benefits:
Competitive salary package
Night differential pay
HMO & government-mandated benefits
Career development opportunities
Dynamic and supportive work environment