Job Description
Day-to-Day
These consultants will provide back-office support by assisting with account-related inquiries and service requests. Responsibilities include handling customer interactions through phone and email, resolving account issues, processing requests accurately, and providing a high level of customer service in a fast-paced environment. Candidates must be comfortable navigating multiple systems while managing a high volume of customer interactions.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Must Haves
6–10 years of customer service, call center, or account support experience
Proven experience handling complex customer issues and escalations
Strong problem-solving and decision-making abilities
Excellent communication and professionalism when supporting clients
Strong technical aptitude with Windows, Outlook, Teams, and multiple systems
Nice to Have Skills & Experience
Nice to Have
Financial services, banking, brokerage, wealth management, insurance, or credit union experience
Back-office operations experience
Experience supporting account-related inquiries and service requests
Previous experience working in a highly regulated environment
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.