Customer Service Representative

Introduction:

We’re looking for a customer service representative who can support customers with financial accounts, retirement plans, and life insurance. The role requires clear communication, careful handling of transactions, and the ability to resolve customer issues across rotational shifts.

Responsibilities:

• Assist customers with inquiries related to financial services, retirement plans, and life insurance
• Handle transactions accurately and efficiently
• Resolve customer issues promptly and professionally
• Communicate clearly and effectively with customers
• Work collaboratively with team members to ensure customer satisfaction
• Adhere to company policies and procedures
• Maintain confidentiality of customer information
• Meet or exceed performance goals

Requirements:

Required Skills:

• 2-20 years of customer service experience in financial services, banking, retirement services, or life insurance
• Experience with 401(k) retirement plans or life insurance policies/products
• Excellent communication skills
• Ability to work rotational shifts

Preferred Skills:

• Knowledge of finance and insurance industry
• Previous experience in a call center or customer service role
• Strong problem-solving skills
• Attention to detail

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract, and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

At SenText Capital, our mission is built on creating long-term value and mutual benefit. We treat small business owners as true partners, structuring flexible financing that ranges from $20,000 up to multi-million dollar lines of credit. Our workplace culture values entrepreneurial drive, seamless teamwork, and financial innovation. Whether working directly with clients or supporting operations from our back-office underwriting teams, every team member at SenText Capital plays a vital role in fueling the American small business economy.