Customer Service Representative – Financial Services

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🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $17 / hour

⏳ Contract/Temporary

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

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TEKsystems

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1983

💼 Consulting

🎯 Recruiter

🏢 Enterprise

Consulting • Recruitment • Enterprise

TEKsystems is a global IT and business services firm that provides technology consulting, talent solutions, managed services and workforce recruitment to enterprise clients. The company delivers cloud, digital and data services (including AI/ML and automation), application innovation, Agile/DevOps transformation, technology operations and digital experience work, and operates large-scale talent and managed service programs. TEKsystems works across industries (financial services, healthcare, public sector, telecommunications, retail/manufacturing, energy and more), maintains technology partnerships with major cloud and software providers, and reports more than $7B in annual revenue and 100+ locations worldwide.

📋 Description

• Respond to inbound calls, emails, and customer inquiries professionally and efficiently • Make outbound calls to follow up on customer requests and outstanding issues • Process policy changes, account updates, and customer requests accurately • Maintain detailed and accurate documentation within CRM and customer management systems • Research and resolve customer concerns related to coverage, billing, claims, and account information • Collaborate with internal teams, carriers, and business partners to resolve issues • Meet established service levels, quality standards, and customer satisfaction goals • Identify recurring issues and recommend process improvements • Participate in ongoing training and development programs • Support departmental initiatives and operational projects • Maintain compliance with company, client, and regulatory requirements • Support insurance policyholders, professionals, and business owners with account support and policy updates • Provide claims administrative support by updating claim records, processing documentation, supporting claims representatives, maintaining electronic files, and assisting with communications

🎯 Requirements

• High School Diploma or equivalent • 1–2 years of customer service experience • Previous call center, contact center, customer support, or service-related experience preferred • Ability to handle inbound and outbound customer interactions • Ability to process policy changes, account updates, and customer requests accurately • Strong attention to detail and documentation accuracy • Ability to research and resolve coverage, billing, claims, and account inquiries • Ability to meet service levels, quality standards, and customer satisfaction goals • Ability to maintain compliance with company, client, and regulatory requirements • Availability Monday–Friday within 7:00 AM–6:00 PM CST operational hours • Familiarity with Salesforce, SharePoint, Five9, and internal systems

🏖️ Benefits

• Equipment provided • Ongoing coaching and training support • Opportunity to develop insurance and customer service expertise • Supportive team culture • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)