Customer Service Representative (Financial Services

Customer Service Representative
* Minneapolis, MN* |
* 12-Month Contract-to-Hire*

Overview A leading financial services organization in Minneapolis is seeking Customer Service Representatives to support Financial Professionals by providing guidance on products, policies, procedures, and account-related inquiries. This is a long-term contract opportunity with the potential for permanent hire based on performance, attendance, and business needs.

Candidates who thrive in a fast-paced environment, enjoy helping others, and are interested in building a career in financial services are encouraged to apply.

• Handle 60-70 inbound calls daily from Financial Professionals.
• Research and communicate policy and procedural information accurately.
• Support inquiries related to annuity and life insurance products.
• Assist with policyholder benefits, claims, and new business processing.
• Provide support with registration and system navigation.
• Follow up on outstanding requests and inquiries as needed.
• Maintain a high level of professionalism and customer service excellence.
• Accurately document interactions and adhere to established procedures.

This position includes a comprehensive training program designed to ensure long-term success:

• 6 weeks of classroom training
• 3 months of guided phone training
• 3-month Capstone period with continued coaching and development

Attendance during training is critical. Time off during the training and Capstone periods is generally not permitted unless approved in advance.

Employees are evaluated on:

• Quality of customer interactions
• Accuracy of information provided
• Call handling efficiency
• Customer service skills
• Attendance and punctuality

Regular coaching sessions, quality reviews, and one-on-one performance discussions are provided to support ongoing development.

• High School Diploma or GED
• Minimum 2 years of customer service experience in a professional environment
• Strong communication and problem-solving skills
• Ability to multitask and navigate multiple systems
• Reliable internet connection with:

• Minimum 50 Mbps download speed
• Minimum 10 Mbps upload speed

• Call center experience
• Financial services experience
• Insurance, benefits, or pension plan knowledge
• Associate's or Bachelor's degree
• Experience supporting customers in a high-volume environment

• Customer Service
• Financial Services
• Call Center Support
• Inbound & Outbound Calls
• Insurance Knowledge
• Administrative Support
• Microsoft Office Suite
• Email Communication
• Problem Solving
• Attention to Detail

• Opportunity to join a respected financial services organization
• Structured training and career development program
• Supportive team environment
• Potential for permanent employment based on performance
• Valuable experience within the financial services industry

This is a Contract position based out of Golden Valley, MN.

The pay range for this position is $20.00 - $23.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Golden Valley,MN.

This position is anticipated to close on Aug 25, 2026.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and…