New Business Customer Service Representative

Job Summary:

Dexian is seeking a New Business Customer Service Representative for an opportunity with a client located in Clive, IA.

Responsibilities:

• Respond promptly and professionally to inbound/outbound calls, emails, and customer communications
• Research and resolve customer questions and issues, providing accurate information and effective solutions
• Communicate clearly and effectively with customers in both verbal and written formats
• Document customer interactions and account updates accurately in internal systems
• Use soft phone skills and adhere to schedule metrics, meeting performance standards
• Collaborate with team members to solve problems and improve workflows
• Support additional operational teams based on business needs
• Recognize and report potential customer fraud or red flags
• Manage a high volume of calls and processing tasks in a fast-paced environment
• Partner with internal quality teams to uphold service and accuracy standards
• Participate in continuous improvement and department-wide initiatives

Requirements:

• High school diploma or equivalent required
• Minimum of 1 year of experience in customer service or a business environment
• Strong communication, interpersonal, and organizational skills
• Ability to type at least 40 WPM and proficient in navigating computer systems
• Ability to manage workload efficiently while maintaining accuracy
• Detail-oriented and capable of problem-solving with limited guidance
• Comfortable working under pressure and meeting deadlines
• Experience in insurance or financial services
• Previous experience handling inbound/outbound customer calls
• Familiarity with annuity products or account servicing
• LOMA designations (e.g., FSRI, ACS, FMLI) are a plus

Desired Skills and Experience

General Purpose:
This role provides exceptional service to both internal and external customers via phone, email, and other communication channels. This role involves responding to inquiries, processing transactions, and navigating multiple systems related to annuity account servicing.

Key Responsibilities:
Respond promptly and professionally to inbound/outbound calls, emails, and customer communications

Research and resolve customer questions and issues, providing accurate information and effective solutions

Communicate clearly and effectively with customers in both verbal and written formats

Document customer interactions and account updates accurately in internal systems

Use soft phone skills and adhere to schedule metrics, meeting performance standards

Collaborate with team members to solve problems and improve workflows

Support additional operational teams based on business needs

Recognize and report potential customer fraud or red flags

Manage a high volume of calls and processing tasks in a fast-paced environment

Partner with internal quality teams to uphold service and accuracy standards

Participate in continuous improvement and department-wide initiatives

Required Qualifications:
High school diploma or equivalent required

Minimum of 1 year of experience in customer service or a business environment

Strong communication, interpersonal, and organizational skills

Ability to type at least 40 WPM and proficient in navigating computer systems

Ability to manage workload efficiently while maintaining accuracy

Detail-oriented and capable of problem-solving with limited guidance

Comfortable working under pressure and meeting deadlines

Preferred Qualifications:
Experience in insurance or financial services

Previous experience handling inbound/outbound customer calls

Familiarity with annuity products or account servicing

LOMA designations (e.g., FSRI, ACS, FMLI) are a plus

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.