Experienced Remote Customer Service Representative – Financial Services and Insurance Support Specialist

Introduction to Allied Solutions

Allied Solutions is a leading provider of insurance, lending, and marketing products to financial institutions across the country. With a strong commitment to excellence and a passion for delivering exceptional customer experiences, we are seeking talented and dedicated professionals to join our team as Remote Customer Service Representatives. As a valued member of our team, you will play a critical role in ensuring the delivery of outstanding customer service while building and maintaining solid relationships with our clients.

Job Overview

We are excited to offer a unique opportunity for experienced customer service professionals to join our team in a remote capacity. As a Remote Customer Service Representative, you will be responsible for handling incoming and outbound calls, responding to customer inquiries, and providing timely and professional solutions to their concerns. If you are a motivated and results-driven individual with a passion for delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.

Key Responsibilities

• Handle incoming borrower, agent, and lender calls with professionalism and courtesy, providing timely and effective solutions to their inquiries and concerns.
• Work the outbound call queue and outbound max queue, making outbound calls or conducting web verifications as required.
• Accurately compose written information for loan histories of customers, ensuring attention to detail and adherence to company standards.
• Verify, key, and memo insurance information with precision, ensuring compliance with lender requirements and company policies.
• Process insurance information received from agents, lenders, and borrowers on the internal tracking system, maintaining accurate and up-to-date records.
• Distribute and exchange information with others, including colleagues, managers, and external stakeholders, as required.
• Meet set goals and assigned workload expectations for productivity, consistently demonstrating a strong work ethic and commitment to excellence.
• Mentor fellow co-workers as requested by supervisor, sharing knowledge and expertise to support team development and success.

Essential Qualifications

• High school diploma or equivalent required; post-secondary education or relevant certifications an asset.
• Minimum 1 year of related experience in customer service, call center, or a similar environment; experience in financial services or insurance an asset.
• Strong data entry and keyboard skills, with the ability to accurately and efficiently process information.
• Call center experience preferred, with a strong understanding of call center metrics and performance standards.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
• Strong attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple responsibilities.
• Ability to work independently in a fast-paced environment, with a strong focus on results and a commitment to excellence.

Preferred Qualifications

• Experience in financial services or insurance, with a strong understanding of industry regulations and standards.
• Relevant certifications or designations, such as a customer service certification or a degree in a related field.
• Strong analytical and problem-solving skills, with the ability to think critically and creatively.
• Experience with call center software and technology, including CRM systems and other relevant tools.
• Bilingual or multilingual skills an asset, with the ability to communicate effectively with diverse customer groups.

Career Growth and Development