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Robert Half is seeking a dedicated Customer Service detail oriented to join a team that supports insurance and annuity products within an inbound call center environment. In this role, you will provide high-quality service to financial advisors and clients by answering inquiries, troubleshooting account issues, and guiding users through product and system information. This position requires strong problem-solving skills, excellent communication, and the ability to research and interpret complex information. Agents typically manage 20–30 inbound calls per day. While not high-volume, calls often involve deeper analysis and research due to the long history and complexity of the products. Each day brings new challenges that require critical thinking, attention to detail, and the ability to navigate multiple systems efficiently.
Job Responsibility:
Serve as the primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for routing to the appropriate partners
Educate clients and advisors on system procedures, company policies, and self-service options
escalate complex cases as needed
Respond to customer inquiries across multiple systems, providing clear, accurate information and collaborating with internal teams to resolve outstanding issues
Process routine transactions and account service requests submitted via web or paper forms, ensuring timely completion in alignment with service standards
Manage high-volume inbound and outbound calls while delivering prompt, accurate solutions
document all interactions in required systems for tracking and compliance
Conduct research on historical and complex product information to resolve unique or situational inquiries
Requirements:
High school diploma or GED
0–1 year of relevant experience (post-secondary education may be substituted to meet combined requirements)
Excellent customer service skills with a detail oriented and empathetic communication approach
Strong written and verbal communication abilities
High learning agility with the ability to absorb complex information quickly through multiple training styles (facilitator-led, self-study, simulations, and live-call demonstrations)
Ability to explain complex policies and concepts in a clear, easy-to-understand manner
Comfortable navigating multiple systems and resources simultaneously during live calls
Demonstrated ability to manage multiple priorities in a fast‑paced environment
Strong troubleshooting skills with the ability to identify root causes and provide effective solutions
Access to high‑speed home internet capable of supporting remote Friday work requirements
Nice to have:
Previous customer service experience, especially in a call center or client‑support environment
Experience with financial services or specific product knowledge related to annuities or insurance
Desire to secure a long‑term role through consistent, high‑quality performance
Interest in pursuing FINRA licensing as a future career development path