Insurance Customer Support / FINRA Certified (USA Remote)

June 18, 2026

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Job Description:Essential Job Functions:We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations.Key Responsibilities * Provide inbound customer service support, addressing complex inquiries and escalating cases as needed.

Research and resolve customer inquiries in a timely and professional manner.
Perform account updates, maintenance, and documentation to ensure accurate records.
Process and distribute incoming and outgoing mail for multiple clients per service level agreements.
Perform data entry and reconcile documents to maintain up-to-date information.
Collaborate with team members, management, and customers to resolve service-related issues.
Support escalation processes, service recovery efforts, and customer feedback remediation.
Review and recommend improvements to procedures and workflows to enhance efficiency.
Assist with training and mentoring less experienced staff.
Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.

QualificationsRequired: * Bachelor’s degree in a related field (preferred).

Customer service experience in financial services, insurance, investments, or banking.
Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing).
Experience working with organizational functions, personnel, and customer support tools.
Proficiency in using help desk software, fax machines, and telephone systems.

Preferred: * Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.
Ability to work independently and follow written/oral instructions.
Experience with Lean/Six Sigma methodologies (certification preferred).

Work Environment * Remote (USA)

Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).

If you are an applicant from the United States, Guam, or Puerto RicoDXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below .We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.Disability AccommodationsIf you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via .Please note: DXC will respond only to requests for accommodations due to a disability.Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available .
Apply for the job now! { "@context": "https://schema.org", "@type": "JobPosting", "title": "Insurance Customer Support / FINRA Certified (USA Remote)", "datePosted": "2026-06-16", "validThrough": "2026-07-18", "description": "Job Description:Essential Job Functions:We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations.Key Responsibilities * Provide inbound customer service support, addressing complex inquiries and escalating cases as needed. \n

Research and resolve customer inquiries in a timely and professional manner.
Perform account updates, maintenance, and documentation to ensure accurate records.
Process and distribute incoming and outgoing mail for multiple clients per service level agreements.
Perform data entry and reconcile documents to maintain up-to-date information.
Collaborate with team members, management, and customers to resolve service-related issues.
Support escalation processes, service recovery efforts, and customer feedback remediation.
Review and recommend improvements to procedures and workflows to enhance efficiency.
Assist with training and mentoring less experienced staff.
Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.

QualificationsRequired: * Bachelor’s degree in a related field (preferred). \n

Customer service experience in financial services, insurance, investments, or banking.
Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing).
Experience working with organizational functions, personnel, and customer support tools.
Proficiency in using help desk software, fax machines, and telephone systems.

Preferred: * Strong analytical and problem-solving skills. \n

Excellent communication and interpersonal skills.
Ability to work independently and follow written/oral instructions.
Experience with Lean/Six Sigma methodologies (certification preferred).

Work Environment * Remote (USA) \n

Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).

If you are an applicant from the United States, Guam, or Puerto RicoDXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below .We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.Disability AccommodationsIf you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via .Please note: DXC will respond only to requests for accommodations due to a disability.Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available .\n\n
Apply for the job now!\r\n\r\n

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

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5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...