Job Description
ZigZag is looking for a Customer Support Representative - Finance to join our team!
We are looking for a proactive, empathetic, and detail-oriented Customer Service Representative to join our team. In this role, you will be the frontline ambassador for our premium financial services, ensuring that our brokers and clients receive seamless support throughout their premium funding journey.
The ideal candidate thrives in a fast-paced environment, possesses a “client-first” mindset, and can navigate complex financial inquiries with ease and professionalism.
Key Responsibilities
Primary Point of Contact: Manage high-volume inbound phone calls and emails, providing accurate and timely information regarding funding applications, payment schedules, and account statuses.
Broker Support: Build and maintain strong relationships with insurance brokers, assisting them with quote generation, documentation requirements, and system navigation.
Problem Resolution: Investigate and resolve client discrepancies or concerns with a focus on first-call resolution and maintaining brand loyalty.
Data Integrity: Process new funding contracts and update client records with high attention to detail to ensure compliance and financial accuracy.
Arrears Management: Conduct polite and professional follow-ups regarding overdue payments, helping clients find viable solutions to keep their accounts in good standing.
Continuous Improvement: Collaborate with the operations team to identify bottlenecks in the customer journey and suggest workflow enhancements
Skills & Qualifications
Experience: 2+ years in a customer-facing role, preferably within financial services, insurance, or premium funding.
Communication: Exceptional verbal and written communication skills with the ability to explain complex financial terms in a simple, friendly manner.
Tech-Savviness: Proficiency in CRM software and the Microsoft Office Suite (specifically Excel and Outlook).
Numerical Literacy: Comfortable working with figures, interest rates, and payment calculations.
Resilience: Ability to remain calm and professional during peak periods or when handling difficult conversations.
Organization: Strong time-management skills with the ability to prioritize tasks in a deadline-driven environment.
ZigZag is committed to building a diverse, inclusive, and equitable workplace. We believe that talent knows no borders, and we welcome individuals from all backgrounds to help us shape the future of work. Guided by transparency and agility, we foster an environment where everyone is valued and empowered to thrive.
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