Customer Service Rep Job at Handal Financial Services, Rockville, MD

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  • Handal Financial Services
  • Rockville, MD

Job Description

As a Customer Service Rep , you will assist clients with insurance and financial protection options while providing excellent customer service. Full training is provided. (No Experience Required/Paid Training)

Primary Responsibilities

  • Meet with clients to understand their financial needs.
  • Recommend appropriate life insurance and protection solutions.
  • Provide clear explanations of coverage options and benefits.
  • Maintain accurate client records and follow compliance requirements.
  • Assist clients with applications, updates, and policy support.
  • Attend training sessions and stay informed on product updates.
  • Follow up with clients to ensure satisfaction and ongoing service.
  • Represent the company professionally during client interactions.

Daily Tasks

  • Communicating with clients by phone, online, or in person
  • Reviewing client goals and recommending suitable solutions
  • Completing paperwork and submitting applications
  • Learning and improving through scheduled training
  • Staying organized and managing a flexible work schedule
Required qualifications:
  • Legally authorized to work in the United States
  • 18 years or older
  • Background check

Job Tags

Flexible hours,

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