Customer Service Representative

Equitable

. Handle various incoming client inquiries by telephone regarding insurance products, including products impacted by financial markets .

Posted 10/15/2026full-timeCharlotte • North Carolina • United StatesJunior💰 $45,760 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates exceptional customer service skills while effectively managing high call volumes and navigating multiple administrative systems. Capable of learning and retaining detailed product information and operational procedures in a structured environment.

Highest-signal resume keywords

Customer Service ExperienceMulti-Tasking AbilityInterpersonal Communication SkillsAnalytical SkillsWindows Operating System

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic CalculationsProduct Specific Legacy SystemsImage and Workflow SystemInternet/Intranet NavigationOperational Policies Knowledge

Soft Skills

ProfessionalismCollaborationAdaptabilityWork EthicEngagement

Certifications & Qualifications

High School DiplomaE-Verify Participation

Industry Keywords

Insurance ProductsClient InquiriesCustomer ServiceOperational ProceduresAttendance Standards

About the role

Key responsibilities & impact

Handle various incoming client inquiries by telephone regarding insurance products, including products impacted by financial markets
Answer an average of 45–55 inbound calls per day from clients and financial professionals
Handle simple requests through market-sensitive complex inquiries
Deliver exceptional customer service while meeting attendance, quality, productivity, availability, ACW, and adherence goals
Learn and execute multiple processes, procedures, and services
Collaborate with Floor Support when assistance is needed
Complete customer service and ongoing operational, product, and procedure training
Remain current with operational policies, new products, and procedures
Work within periodically determined shifts and fluctuating daily schedules during operating hours

Requirements

What you’ll need

High School Diploma
1+ years of customer service experience with superior customer service skills
Ability to multi-task and navigate multiple administrative systems, including Windows, product specific legacy/updating systems, internet/intranet, image and workflow system
Ability to perform basic calculations using online tools
Ability to work alone and with a team in a highly structured environment
Ability to research and effectively utilize available knowledge/product resources
Excellent interpersonal and communication skills
Ability to provide appropriate and understandable responses to resolve customer inquiries via phone, utilizing research and analytical skills
Ability to learn and retain a large amount of detailed information within a short period
Ability to multitask and use multiple systems simultaneously
Established work ethic, commitment, dedication, and high engagement
High degree of professionalism; inclusive and collaborative work style
Exceptional quality and service focus; highly productive and performance-driven
Flexible/adaptable and able to respond positively to change
Ability to manage heavy call volume and sedentary work
Required to sit at a workstation while on the telephone for 90% of the working day
Reliable; able to meet attendance and punctuality standards
E-Verify participation and compliance with applicable work authorization requirements

Benefits

Comp & perks

Base salary increases
Spot bonuses
Short-term incentive compensation opportunities
Medical insurance
Dental insurance
Vision insurance
401(k) plan
Paid time off
Growth opportunities
Internal mobility
Flexibility
Culture of collaboration and teamwork