Customer Service Representative - Financial Services (Remote)

Join a Customer-Focused Team Supporting Insurance Policyholders Nationwide

We are seeking professional and service-oriented Customer Service Representatives to support a leading financial services organization. In this fully remote role, you will assist policyholders, professionals, and business owners by answering questions, providing account support, processing policy updates, and delivering an exceptional customer experience.

Whether supporting educators, veterinarians, or internal claims operations, you'll play a critical role in helping customers navigate important insurance-related needs while working in a collaborative and customer-centric environment.

Position Overview

As a Customer Service Representative, you will handle inbound and outbound customer interactions, process account updates, maintain accurate documentation, and resolve inquiries related to insurance policies, billing, coverage, and account information.

Multiple openings are available across several teams, providing opportunities to leverage your customer service, administrative, and problem-solving skills in a professional financial services environment.

Available Opportunities

Customer Service Representative - National Educators Association (NEA)

Support teachers and education professionals by assisting with:

• Policy and account questions
• Beneficiary updates
• Address and contact information changes
• Policy changes related to life events
• Technical and online account support
• General customer service inquiries

Key Details:

• Primarily inbound call environment
• Average call length: approximately 6 minutes
• Approximately 45 calls per day
• No sales responsibilities
• Occasional outbound calls to return voicemails or customer follow-up requests
• Utilize Salesforce, SharePoint, Five9, and internal systems

Customer Service Representative - Veterinary Professional Liability (AVMA)

Support veterinarians, veterinary technicians, and related professionals by assisting with:

• Insurance policy updates and verification
• Customer record maintenance
• Data cleanup and profile verification projects
• Policy renewal preparation
• Customer outreach and information validation

Key Details:

• Combination of administrative support and customer service
• Significant focus on data verification and documentation accuracy
• Outbound customer contact for account updates and profile validation
• High-volume data management and record maintenance
• Strong attention to detail required

Claims Administrative Support

Provide administrative assistance supporting claims operations.

Responsibilities include:

• Updating claim records
• Processing documentation
• Supporting claims representatives
• Maintaining accurate electronic files
• Assisting with customer and carrier communications

Key Responsibilities

• Respond to inbound calls, emails, and customer inquiries professionally and efficiently.
• Make outbound calls when necessary 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 as needed.
• Maintain compliance with company, client, and regulatory requirements.

Qualifications

• High School Diploma or equivalent.
• 1-2 years of customer service experience.
• Previous call center, contact center, customer support, or service-related experience preferred.

Schedule

Monday-Friday

7:00 AM CST - 6:00 PM CST

Schedules will be assigned within operational business hours.

Work Environment

• 100% Remote
• Equipment provided
• Collaborative virtual team environment
• Ongoing coaching and training support
• Opportunity to work with industry-leading insurance and financial services programs

Why Join Us?

• Fully remote work environment
• Multiple available openings
• Stable financial services organization
• Opportunity to develop insurance and customer service expertise
• Supportive team culture
• Meaningful work helping customers manage important insurance and financial products
• Exposure to industry-leading customer service technology and platforms

If you are passionate about helping customers, enjoy solving problems, and thrive in a fast-paced service environment, we encourage you to apply today!

This is a Contract position based out of Appleton, WI.

The pay range for this position is $17.50 - $17.50/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • 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)

This is a fully remote position.

This position is anticipated to close on Aug 21, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.