[Remote] Customer Service Representative (REMOTE)

Posted 2026-05-06
Remote, USA Full-time Immediate Start

Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Customer Service Representative to handle incoming inquiries regarding insurance products and provide exceptional customer service while adhering to operational policies and training requirements.


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

Skills

  • High School Diploma
  • 1+ years of customer service experience with superior customer service skills
  • College degree
  • A strong commitment to our customers
  • Prior customer service experience with superior customer service skills
  • Knowledge of Death Claim Retirement and Life Insurance products 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 Overview

  • Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.

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