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Financial​/Customer Service Representative; Remote

Remote / Online - Candidates ideally in
215 Arlen Dr, Rohnert Park, Sonoma County, California, USA
Other locations: Anywhere in the USA, CANADA
Listing for: Globe Life Insurance
Part Time, Contract, Remote/Work from Home position
Listed on 2026-10-06
Job specializations:
  • Customer Service/HelpDesk
    Banking & Finance, Bilingual, Client Relationship Management, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 5000 - 20000 USD Monthly USD 5000.00 20000.00 MONTH
Job Description & How to Apply Below
The Customer Financial Management/Customer Service Representative serves as the primary point of contact for customers regarding their accounts, billing, payments, and financial inquiries. This role involves resolving customer concerns, processing transactions, maintaining accurate records, and ensuring a positive customer experience while adhering to company policies and financial regulations.

KEY RESPONSIBILITIES:
  • Respond to customer inquiries via phone, email, chat.
  • Assist customers with billing, payments, refunds, and account-related questions.
  • Process payments, update customer account information, and maintain accurate records.
  • Investigate and resolve billing discrepancies and payment issues.
  • Educate customers on available payment options and financial programs.
  • Negotiate payment arrangements when appropriate.
  • Maintain confidentiality of customer financial information.
  • Document customer interactions accurately in company systems.
  • Collaborate with internal departments to resolve customer concerns efficiently.
  • Meet performance metrics for customer satisfaction, response time, and quality standards.
  • Ensure compliance with company policies and applicable financial regulations.
Position Requirements
High School, Less than 1 Year work experience
  • Experience handling customer accounts and financial transactions.
  • Strong analytical and decision-making abilities.
  • Ability to remain professional and empathetic when handling sensitive financial matters.
  • Bilingual skills are a plus.
Contact Information
Contact Name: Globe Life Insurance
Contact Phone: 9163043713
Preferred method of contact: Email with CV via Application Box below.
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