Source Job

6w PTO

  • Advise employees of clients on financial wellbeing, insurance, and pension topics.
  • Handle customer inquiries via phone, email, and digital channels with excellent service.
  • Independently process customer requests from consultation to implementation.

Customer Service Insurance Financial Services German CRM

20 jobs similar to Customer Advisor (all genders) – Finance & Insurance

Jobs ranked by similarity.

EU 5w PTO

  • Handle chat requests from potential, new, and existing customers to ensure a satisfying customer experience.
  • Manage multi-channel communication via phone and email for quick and customer-oriented resolution of inquiries.
  • Assist existing customers with all aspects of our services, from transaction processing to multi-currency accounts and payment solutions.

Amnis is a fintech company transforming international transaction business for SMEs. It is a fast-growing scale-up with over 4,000 SME clients in Switzerland and Europe, offering a young and dynamic team environment.

Canada

  • Sell and promote travel insurance products to meet customer needs.
  • Manage inbound and outbound calls while building strong customer relationships.
  • Achieve quarterly sales targets and deliver an exceptional customer experience.

This partner company provides travel protection solutions to individuals. The size and culture are not specified, but the organization offers a supportive remote environment with training and career development opportunities.

Global

  • Converse virtually with clients to weave financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends to fortify your knowledge.

Global Elite Empire Consultants is a third-party recruiter connecting candidates with financial services roles. They offer a remote, energetic team environment with comprehensive training and rapid growth opportunities.

US

  • Guide beneficiaries through health insurance options by listening to their needs, answering questions, and recommending suitable coverage solutions.
  • Conduct phone consultations to help customers understand plans and make informed purchasing decisions while meeting sales targets.
  • Maintain accurate customer information and documentation while navigating multiple systems and applications.

Amplify helps individuals make informed decisions about their health insurance coverage through personalized support and education. The company operates a remote call center environment with a focus on customer service and sales, offering paid training and career growth opportunities.

$65,000–$85,000/yr
US

  • Act as a key liaison for clients, ensuring total satisfaction and providing ongoing support.
  • Develop customized financial plans for clients, covering budgeting, debt reduction, investing, and retirement.
  • Collaborate with a team of like-minded individuals to share financial knowledge and strategies.

We tackle financial illiteracy worldwide, helping clients progress financially. We are a diverse team committed to excellence, offering training and online tools to support career growth.

Canada

  • Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
  • Guide clients through the enrollment process and maintain accurate records with follow-up.
  • Build lasting relationships through exceptional customer service in a remote environment.

Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.

Germany 6w PTO

  • Provide qualified telephone consulting to customers who have submitted construction financing inquiries via our platforms (warm leads).
  • Conduct structured sales conversations: needs assessment, presentation of suitable financing models, and professional objection handling.
  • Guide customers from initial contact to closing with a partner bank, ensuring high-quality advice throughout.

Smava is a leading credit comparison portal that helps customers achieve their dream of homeownership fairly, transparently, and affordably. It has a strong team of ambitious salespeople.

US

  • Handle inbound calls and chat boxes from members regarding Sidecar Health's products and services.
  • Provide excellent customer service in a timely and positive manner, building rapport and maintaining positive relationships.
  • Handle issues and complaints, maintaining policies and standard operating procedures.

Sidecar Health is redefining health insurance with a mission to make excellent healthcare affordable and accessible for everyone. The team consists of passionate individuals from tech, policy, and healthcare backgrounds, working in a fast-moving startup environment.

US 2w PTO

  • Facilitates onboarding of new and existing members through digital channels, opening accounts and conducting proactive outreach.
  • Identifies lending and cross-selling opportunities to support members' financial goals through digital tools.
  • Provides account maintenance and service support via digital channels for members unable to visit branches.

Peak Credit Union is a financial institution providing banking and lending services to its members. The company focuses on digital member onboarding and support, with a culture that values community and customer service.

Europe

  • Develop trust relationships with major hotel clients to ensure long-term partnerships.
  • Expand existing customer relationships by proposing tailored solutions.
  • Achieve and exceed quarterly sales targets and collaborate with internal teams.

The Tripadvisor Group connects people to experiences worth sharing, aiming to be the world's most trusted travel source. As a publicly traded company with a portfolio of brands, it fosters a remote-friendly, flexible culture with a focus on execution and collaboration.

Canada

  • Conduct virtual consultations with clients to assess their financial needs.
  • Provide tailored solutions and build lasting relationships through periodic check-ins.
  • Complete administrative tasks such as note-taking and appointment setting.

Global Elite Empire Consultants is a third-party recruiter specializing in connecting candidates with opportunities in the insurance industry. The company offers a remote work environment with flexible scheduling and performance-based advancement.

$19–$21/hr
US Canada

  • Answer inbound calls from customers who have already started their insurance search in the app.
  • Simplify the process by helping customers compare 55+ insurance companies to find the best fit.
  • Close the deal by guiding customers to finalize their new policy on the spot.

Jerry is an AI-powered app that helps car owners save on insurance, repairs, and loans, acting as a trusted friend for managing assets. Since 2019, they have grown to over 5 million customers, raised $240M+, and been profitable since 2024, with a fully remote team.

$55,000–$55,000/yr
US

  • Provide accurate health insurance guidance across phone, text, chat, and email channels.
  • Help new customers onboard and select appropriate health plans and steps.
  • Assist members with care journey issues, including finding providers and claims help.

Sana builds affordable health plans designed around integrated primary care and care navigation for small to midsize businesses. Founded in 2017, the company is remote-first with a fully distributed team across the U.S., valuing curiosity and ownership.

Europe

  • Manage and grow a portfolio of enterprise customer relationships across Europe.
  • Act as a trusted advisor, identifying upselling and cross-selling opportunities.
  • Deliver product demonstrations and collaborate with cross-functional teams to drive customer success.

The company provides enterprise solutions and services to clients across Europe. It operates with a remote-first, collaborative culture and values innovation and professional growth.

Spain

  • Process high-volume customer and service tasks across multiple systems with speed and accuracy.
  • Enter, update, and validate data in ERP, CRM, and internal tools to ensure correct case fulfillment.
  • Identify and escalate unclear cases while supporting the customer service team for improved experience.

Bosch Service Solutions provides technology-driven Business Process Outsourcing services for leading companies in automotive, travel, tourism, and telecom sectors. As part of the Bosch Group, they focus on Building and Energy Technologies, fostering a diverse and inclusive culture with long-term stability.

$20–$25/hr
US Unlimited PTO

  • Serve as the primary point of contact for client inquiries via phone, email, or chat, ensuring professional and efficient service.
  • Perform administrative tasks, maintain client records in agency management systems, and contribute to process improvements.
  • Handle inbound calls for sales and post-sales service, follow up on warm leads, and provide support to internal teams.

Trucordia is an insurance brokerage built on successful businesses across the U.S., offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, they are a fast-growing company that values collaboration, leadership, and celebrating both individual and collective achievements.

Germany

  • Drive new business and upsell/cross-sell opportunities across a growing customer base.
  • Collaborate with cross-functional teams including Channel, Product Specialists, and Solutions Consulting.
  • Manage and grow accounts through consultative, value-based selling in German and English markets.

LastPass provides secure access management solutions for individuals and businesses. Trusted by over 100,000 companies and millions of users, the company fosters a high-growth, collaborative, and inclusive remote-first culture.

US

  • Serve as the primary point of contact and trusted advisor for employer groups, brokers, and employees navigating ICHRAs, individual health plans, and Medicare.
  • Manage account onboarding, implementation, renewals, and issue resolution while driving retention and satisfaction.
  • Educate stakeholders on health insurance options, process enrollments, and ensure compliance with ACA, HIPAA, and CMS regulations.

Kyra Health is a health benefits technology company that transforms how employers and employees experience health benefits through technology, innovation, and exceptional service. They are a growing company focused on delivering exceptional client experiences and building long-term relationships.

$19–$21/hr
US Canada

  • Respond to inbound calls from existing customers to assist with insurance policy changes
  • Process service requests such as adding/removing vehicles and drivers, adding lienholder information, and sending policy documents
  • Help customers with questions regarding existing insurance policies and work to retain policyholders at risk of cancellation

Jerry.ai is building the first AI agent to manage all your physical assets, starting with car insurance. They have over 5 million customers, raised $240 million, and have been profitable since 2024, with a fully remote culture.

Europe

  • Handle telephone customer inquiries and emergency calls in a front office capacity.
  • Work full-time with rotating shifts from 05h00 to 21h00 Monday to Friday.
  • Provide excellent customer service in German with empathy and efficiency.

Bosch Security Systems develops and delivers Customer Experience, Mobility and Monitoring solutions for companies and their customers. With over 300 specialized associates in Lisbon and around 9,000 worldwide, the team is diverse and committed to innovation.