Equitable · 6 hours ago
Customer Service Representative (REMOTE)
Equitable is committed to helping clients secure their financial well-being since 1859. They are seeking a Customer Service Representative to handle various incoming inquiries regarding insurance products, providing exceptional customer service while adhering to departmental guidelines.
BankingConsultingFinancial Services
Responsibilities
Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals
Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, ACW, and Adherence goals established by the department
This position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures
Qualification
Required
High School Diploma
1+ years of customer service experience with superior customer service skills
Preferred
College degree
A strong commitment to our customers. Prior customer service experience with superior customer service skills
Knowledge in insurance with an understanding of the financial market
Ability to work alone and with a team in a highly structured environment
Ability to research and effectively utilize available knowledge/ product resources
Excellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skills
Ability to learn and retain a large amount of detailed information within a short period of time
Ability to multitask and use multiple systems simultaneously
Strong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job
High degree of professionalism; inclusive and collaborative work style
Exceptional quality and service focus; highly productive and performance-driven
Flexible/Adaptable – ability to work effectively in a variety of situations and respond to change in a positive manner
Successfully manage a heavy call volume and sedentary nature of job. Required to sit at a workstation while on the telephone for 90% of the working day
Reliable; ability to meet attendance and punctuality standards
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
H1B Sponsorship
Equitable has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Recent News
MarketScreener
2025-11-04
2025-10-27
2025-10-27
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