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:

1. 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.

2. Problem Solving:

   • Troubleshoot customer issues with policy updates, account changes, and other service-related requests.
   • Escalate complex issues to relevant departments for further assistance.

3. Financial Guidance:

   • Assist clients with understanding their financial options, policies, or investments.
   • Provide information on billing, payments, and claims processing.

4. 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.

5. Communication and Education:

   • Educate customers on available financial tools, resources, and solutions that fit their needs.
   • Keep customers informed about new products and services.

• 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.

• 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

HZo7HxHVlm