Customer Service Representative (Finance)

TL;DR

Customer Service Representative (Finance): Processing financial transactions and managing IGO/NIGO cases for annuities with an accent on case analysis and customer communication. Focus on resolving complex inquiries and ensuring compliance with state and federal regulatory standards.

Location: Must be based in the USA (required for FBI fingerprinting and regulatory compliance)

Salary: $18.86 - $25.51 per hour

Company

hirify.global is a financial services organization committed to helping people manage money wisely and live balanced, generous lives.

What you will do

• Process annuity cases using workflow and administrative systems in compliance with regulatory standards.
• Analyze cases for "In Good Order" (IGO) status and route complex requests to appropriate business resources.
• Coordinate with members, financial associates, and vendors to resolve "Not In Good Order" (NIGO) cases.
• Handle sensitive and confidential communications with customers and associates, including complaint resolution.
• Resolve telephone and written inquiries promptly and efficiently.
• Document all communication attempts and gathered information required for case processing.

Requirements

• High school diploma required; college degree preferred.
• 1-3 years of experience in customer service or the financial services industry preferred.
• Strong interpersonal, verbal, and written communication skills.
• Proficiency in office software, including email, word processing, and spreadsheets.
• Must pass a background check and FBI fingerprinting process.

Culture & Benefits

• Competitive compensation with various bonus opportunities.
• Comprehensive medical, dental, and vision insurance.
• Financial security via 401k, pension, and life insurance.
• Generous time off: 20 days PTO, 10 paid company holidays, and Volunteer Time Off.
• Paid parental leave and Employee Assistance Program (EAP).
• Health savings account (HSA) and flexible spending account (FSA).