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 inquiry for benefit and policy-related questions, taking ownership of problem resolution.

• Communicate with insurers and providers regarding escalated matters.

• Monitor recurring issues while ensuring high-quality documentation is maintained.

• Manage administration for new business initiatives.

• Establish new employer schemes.

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

• Update the CRM and other internal systems accordingly.

• Assist with scheme renewals.

• Collaborate with employers and insurance providers while partnering with customer success teams to enhance processes and the customer experience.

• Handle policy event administration.

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

• Coordinate efforts across internal teams and providers.

⛳️ Requirements

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

• Exceptional attention to detail.

• Capability to manage multiple workstreams and handle complexity.

• Strong written communication abilities.

• Capacity to work independently.

• Comfort in fast-paced environments.

• Ability to navigate ambiguity and adapt to evolving processes.

• Language assessment required as part of the recruitment process.

• Reference checks will be conducted.

🏝️ Benefits

• Remote-first working model.

• Quarterly trips to Dublin for meetings and training sessions.

• Induction and training for new hires conducted in Dublin.

• Opportunities for career advancement.

• Permanent employment status.

• Full-time role, requiring 40 hours of work per week.