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Experienced Customer Service Representative – Insurance and Financial Services Team Member at blithequark

Remote, USA Full-time Posted 2026-06-17

Are you a people person with a passion for delivering exceptional customer experiences? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we invite you to join our dynamic team at blithequark as an Experienced Customer Service Representative – Insurance and Financial Services Team Member. As a key member of our team, you will play a vital role in helping our customers navigate the complexities of insurance and financial services, while also driving business growth and success.

About blithequark

At blithequark, we are dedicated to helping individuals and families manage the risks of everyday life, recover from the unexpected, and realize their dreams. Our team of results-oriented professionals is passionate about delivering exceptional customer experiences and making a positive impact in our community. With a strong focus on development and growth, we offer a dynamic and supportive work environment that fosters collaboration, innovation, and success.

Responsibilities

As an Experienced Customer Service Representative – Insurance and Financial Services Team Member at blithequark, you will be responsible for:

  • Establishing and maintaining strong customer relationships through proactive communication and follow-up
  • Conducting needs-based reviews to educate customers about insurance options and financial services
  • Developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services
  • Collaborating with the team to achieve business objectives and drive growth
  • Providing exceptional customer service through multiple channels, including phone, email, and in-person interactions
  • Staying up-to-date on product knowledge and industry trends to provide expert advice and guidance to customers

Benefits and Perks

As a valued member of our team, you will enjoy a range of benefits and perks, including:

  • Competitive hourly pay plus commission/bonus structure
  • Comprehensive health benefits package
  • Paid time off (vacation and personal/sick days)
  • Flexible hours to accommodate your needs and preferences
  • Opportunities for growth and advancement within our agency
  • Hiring Bonus up to $ (dependent on experience and qualifications)
  • 401K plan with company match
  • Access to ongoing training and development programs to enhance your skills and knowledge

Requirements

To succeed in this role, you will need:

  • A strong interest in marketing products and services based on customer needs
  • Excellent communication skills, including written, verbal, and listening skills
  • A people-oriented approach with a focus on building strong customer relationships
  • Detail-oriented and proactive in problem-solving
  • Ability to learn computer functions and navigate our CRM system
  • Strong teamwork and collaboration skills to work effectively with our team

Preferred Qualifications

While not required, the following qualifications would be an asset in this role:

  • Previous experience in customer service, sales, or marketing
  • Knowledge of insurance and financial services products and industry trends
  • Bilingual or multilingual skills (Spanish preferred)
  • Experience working in a fast-paced, dynamic environment

Career Growth Opportunities

At blithequark, we are committed to helping our team members grow and develop their careers. We offer a range of opportunities for advancement, including:

  • Ongoing training and development programs to enhance your skills and knowledge
  • Mentorship and coaching from experienced team members
  • Opportunities to take on new challenges and responsibilities
  • A clear path for career advancement within our agency

Work Environment and Company Culture

Our office is located in 1946 Williamsbridge Rd. Bronx, NY, and is open Monday through Friday from 9am to 5pm, with Saturday appointments available by request. Our team is comprised of results-oriented individuals who are passionate about delivering exceptional customer experiences and making a positive impact in our community. We value collaboration, innovation, and teamwork, and offer a dynamic and supportive work environment that fosters growth and success.

Compensation

The salary range for this role is $40,000.00 - $55,000.00 per year, depending on experience and qualifications.

How to Apply

If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity. Please submit your application through our website, and we will follow up with you on the next steps in the interview process. Apply Job! Apply for this job

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