Customer Service Representative (CSR)

Better Life Financial Group is seeking a proactive, empathetic, and detail-oriented Customer Service Representative to join our growing team. Based in or near Miramar, FL, this is an in-office position that plays a key role in supporting our members post-enrollment and helping retain long-term client relationships.

As the first line of support, you’ll field inbound calls, document client concerns, and work closely with licensed agents (AORs) to resolve questions related to coverage. Your follow-up care will help ensure members are educated, satisfied, and confident in their plan selection.

Key Responsibilities:

Inbound Member Support

• Handle incoming calls from members regarding their policies, coverage, and support needs
• De-escalate cancellation requests with professionalism and empathy
• Route policy-related questions to the appropriate licensed agent (AOR) when required

Retention & Follow-Up

• Place follow-up calls to check in with members post-enrollment
• Assist members with benefit usage, portal setup, and plan-related FAQs
• Identify and escalate potential issues early to support member retention

CRM Documentation

• Accurately document all interactions in the CRM notes section
• Ensure records are up-to-date for internal use and future client reference

Communication & Escalation

• Disposition calls correctly based on the nature of the interaction
• Escalate complex concerns to your supervisor or the assigned AOR as needed

Qualifications:

• Based in or near Miami, FL with the ability to work full-time in our local office
• Prior customer service or call center experience required (healthcare or insurance preferred)
• Strong verbal communication, active listening, and conflict resolution skills
• Ability to multitask, stay organized, and document details accurately
• Familiarity with CRM platforms is a plusHighly recommended: Active Health Insurance License (candidates with a license will earn a higher rate)

• Licensed agents earn $20/hour
• Unlicensed candidates start at $18/hour
• Incentive bonuses available based on performanceOn-Target Earnings (OTE): $55,000 – $60,000 annually
• Paid Time Off (PTO): 2 weeks per year, accrued over time; unused time rolls over annually
• Sick Time: 5 additional paid sick days per year (separate from PTO)Work Attire: Business professional

At Better Life Financial Group, we deliver life improvement solutions for Americans to Grow, Succeed, and Achieve a brighter future. As a Customer Service Representative, you'll play a vital role in fulfilling that mission by supporting the people and families who count on us every day.

We’re looking for individuals who embody our core values of Belief, Competence, Speed, Winning, Alignment, and Growth — values that guide everything we do as a company and as a team.

If you're passionate about making a difference and want to grow with a purpose-driven organization, we encourage you to apply and join us in building a better life for every client we serve.