Customer Support Advisor – Financial Services

This is a fully remote position, open to applicants in Romania.

📋 Description

• Engage with customers as part of the support team.

• Serve as the initial point of investigation for inquiries related to benefits and policies, taking ownership of issue resolution.

• Collaborate with insurers and service providers when escalations arise.

• Monitor recurring issues and ensure high-quality documentation is maintained.

• Manage new business administration tasks.

• Establish new employer schemes.

• Facilitate the application process among employers, employees, and insurance providers.

• Update the CRM and internal systems accordingly.

• Assist with scheme renewals.

• Partner with employers, insurance providers, and customer success teams to enhance processes and improve the customer experience.

• Manage policy event administration.

• Process policy modifications, including joiners, leavers, dependents, cancellations, and amendments.

• Coordinate efforts across internal teams and service providers.

⛳️ Requirements

• At least 2 years of experience in operations/support within insurance, financial services, or benefits administration in HR.

• Exceptional attention to detail.

• Capacity to manage multiple workstreams and navigate complexity.

• Strong written communication skills.

• Ability to work autonomously.

• Comfort in fast-paced working environments.

• Adaptability to ambiguity and changing processes.

• Language assessment will be part of the recruitment process.

• Reference checking required.

🏝️ Benefits

• Remote-first operating model.

• Quarterly visits to Dublin for meetings and training sessions.

• Induction and training for new hires conducted in Dublin.

• Opportunities for professional growth.

• Permanent employment status.

• Full-time position, requiring 40 hours weekly.