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BPO Customer care senior analyst

United States, Lincoln 72800.00 USD / Year · Job Posted March 03, 2026
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Job Description

The BPO Customer Care Senior Analyst role involves providing exceptional customer service in the financial services sector, particularly focusing on life insurance and annuity products.

Job Responsibility

  • Establishes solid working relationships with clients and internal departments to resolve escalated issues
  • Possesses moderate knowledge of all facets of Variable life Insurance and annuity products
  • Strong understanding of investment account servicing and mutual fund or annuity products
  • Answer questions and provide information regarding their needs/questions through the utilization of multiple applications and platforms
  • Maintain customer confidentiality while complying with privacy regulations and meeting or exceeding performance metrics, quality, and service standards
  • Conduct research to respond to customer inquiries and document customer interactions in the appropriate systems
  • Take ownership of each call working to de-escalate customer concerns as needed
  • Provide high-quality customer care through phone, email, and chat channels
  • Assist clients with inquiries related to investment accounts, transactions, and financial products
  • Ensure all communication follows FINRA, SEC, and internal compliance policies
  • Process account updates, documentation requests, and service transactions accurately and efficiently
  • Research and resolve customer issues promptly while maintaining a positive customer experience
  • Maintain detailed records of all customer interactions in the CRM system

Requirements

  • 3 years of customer service experience, preferably in financial services or a BPO environment
  • 2 Years MS Office Suite Experience including report writing and presenting
  • Active FINRA Series 6 and Series 63 licenses (must be current and in good standing)
  • High school diploma or GED Required
  • 3 Years knowledge of Life insurance and Annuity policies
  • Must Live in Continental United States
  • New hires must have a working device (such as cell phone or tablet) for the 2-Factor Authentication process
  • Individuals must provide their own high speed internet access with speeds at or above 50 Mbps
  • A hard-wired ethernet connection is required

What we offer

  • medical, dental, and vision insurance with an employer contribution
  • flexible spending or health savings account
  • life and AD&D insurance
  • short- and long-term disability coverage
  • paid time off
  • employee assistance
  • participation in a 401k program with company match
  • additional voluntary or legally required benefits
  • NTT DATA will provide a computer and headset for remote work

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  • Maintain customer confidentiality while complying with privacy regulations and meeting or exceeding performance metrics, quality, and service standards
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