Customer Service Representative - ERISA Fidelity Department
Posted: 09/28/2026
Employment Type:
Direct Hire
Job Number: 689
Job Description
Customer Service Representative – ERISA Fidelity Department
Position Overview
We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities:
Experience:
BA Degree in Business in related field.
#RecruitPS
Position Overview
We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities:
- Engage with clients via phone and email, providing top-notch service and assistance.
- Educate potential customers on ERISA Fidelity products and services, helping them navigate their options.
- Proactively follow up on leads and in-progress applications to drive sales conversions.
- Maintain accurate customer records and interactions in the CRM system.
- Collaborate with internal teams to streamline processes and improve customer experience.
- Process and track applications, renewals, and policy updates.
- Ensure accurate data entry and maintain organized client records.
- Assist in preparing reports, documentation, and client communications.
- Support the team with invoicing, follow-ups, and other administrative tasks.
Experience:
- 1-3 years in customer service, sales support, or administrative roles.
- Prior experience working in a CRM system is highly preferred.
- Understands the insurance industry is highly preferred.
- Strong verbal and written communication skills – comfortable with a high-volume phone role.
- Driven, self-motivated, and eager to grow in a sales-oriented environment.
- Detail-oriented with strong organizational and problem-solving skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to multi-task, prioritize, and meet deadlines efficiently.
BA Degree in Business in related field.
#RecruitPS
Meet Your Recruiter
Jason Destro
Over 20 years’ of recruiting experience with hands-on recruiting and placement of I.T. professionals (Full Time, Temp 2 Perm, & Contingent) in the NJ/NY/CT/PA marketplace for a wide variety of today's demanding IT skill sets. Focused on delivering exceptional service by understanding client’s objectives and goals.
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