Customer Service Representative – Finance

Zurich Insurance

. Manage inbound customer calls and emails related to billing, payments, and account inquiries .

Posted 11/5/2026full-timeUnited StatesJunior💰 $20 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong billing and account management capabilities, with proficiency in SAP and CRM software like Salesforce. Excellent communication and analytical problem-solving skills are essential for resolving customer inquiries and discrepancies effectively.

Highest-signal resume keywords

Billing ExperienceSAP ExperienceCRM Software ExperienceAnalytical Problem-Solving SkillsExcellent Verbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Billing ExperienceSAP ExperienceCRM Software ExperienceMicrosoft Office ProficiencyAccount Reconciliation

Soft Skills

Excellent People SkillsProblem-Solving AbilityCritical Thinking SkillsEmpathyDe-escalation Skills

Tools & Technologies

SalesforceMicrosoft WordMicrosoft Excel

Certifications & Qualifications

High School Diploma Or EquivalentZurich Certified Insurance Apprentice

Industry Keywords

Account ManagementCustomer Billing InquiriesService LevelsRegulationsPolicy Cancellations

About the role

Key responsibilities & impact

Manage inbound customer calls and emails related to billing, payments, and account inquiries
Research billing questions and partner with internal teams to identify accurate and timely resolutions
Communicate billing information and resolutions clearly and professionally to customers
Reconcile customer accounts, investigate discrepancies, and facilitate necessary corrections
Document customer interactions and provide appropriate follow-up through resolution
Oversee payment applications, policy cancellations and reinstatements, and aging follow-ups to support accurate and timely account resolution
Resolve customer billing inquiries in accordance with service levels, regulations, and defined procedures

Requirements

What you’ll need

High School Diploma or Equivalent and 3 or more years of experience in the Account Management area OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Account Management area
Billing experience
SAP experience
Excellent verbal and written communication skills
Experience working with all levels of an organization
Excellent people skills
Ability to problem solve
Analytical problem-solving skills
Critical thinking skills
Ability to deescalate and show empathy
Robust experience with Microsoft Office including Word and Excel
Experience with CRM software like Salesforce
Candidates sought within the Midwest region
Employment sponsorship is not offered

Benefits

Comp & perks

Short-term incentive bonus eligibility set at 5%
Competitive pay
Comprehensive benefits for employees and their families
Growth, inclusion, and a supportive environment
Remote working flexibility
Schedule flexibility set collaboratively with the manager
Merit increases may be available