• Serve as primary point of contact for client questions and service needs. • Respond to phone and email inquiries promptly and professionally. • Customer assistance can include responding to inquires regarding insurance availability, eligibility, coverages, policy changes, endorsements, billing clarification, certificates of insurance, and renewals. • Use a customer-focused, needs-based review process to educate customers about insurance options. • Maintain accurate documentation in our policy management system.

Description Customer Service Representative Montgomery, AL Description Come grow with us! Supportive Employee focused work environment with the eligibility to work remotely after on-site training and at least 6 months of consistent job performance. Remote work is subject to company policy, business needs and ongoing performance standards! Join the Edfinancial Team — Where Purpose Meets Growth! Position: Customer Service Representative (On-Site – Montgomery, AL) Class Start Date: April 13, 2026 Starting Pay: $18.00/hour + $4.93/hour fringe benefit That’s over $22/hour in total value, plus growth opportunities, training, and a supportive team environment! Learn More: Edfinancial Careers Discover our story, explore our company culture, and hear from real team members about why they love working at Edfinancial. What You’ll Do As a Customer Service Representative, you’ll be the friendly, knowledgeable voice our customers depend on. You’ll: - Handle inbound and outbound calls with professionalism and empathy. - Provide accurate, clear information about our products and services. - Resolve questions and issues quickly while maintaining compliance with federal and company guidelines. - Use sound judgment and strong communication skills to support each customer interaction. - Collaborate with your team to create a positive, high-quality work environment. Why You’ll Love Working Here At Edfinancial, we don’t just talk about culture — we live it. You’ll join a community that values: - Growth & Development: Paid training, certifications, and opportunities for advancement. - Balance & Support: Friendly teams, encouraging leaders, and flexibility to work from home after six months of strong performance. - Purpose: Every call you take helps our customers manage one of life’s biggest investments — their education. “The people here genuinely care — it feels like family.” — Edfinancial Team Member What We’re Looking For - Strong communication and listening skills - A professional, positive attitude - Ability to stay organized and meet daily goals - Basic computer proficiency - Open availability during business hours Work Details - On-Site Position: Montgomery, AL (Remote eligibility after 6 months of meeting performance metrics) - Hours of Operation: - Mon: 7 AM – 10 PM CST - Tue–Fri: 7 AM – 7 PM CST - Sat: 9 AM – 11 PM CST - Schedules are assigned based on business needs; flexibility is key! - Overtime: Occasionally required during peak times Additional Responsibilities - Maintain confidentiality and data security at all times - Stay current with system updates, loan phases, and compliance standards - Complete annual training and certifications - Support other departments during peak seasons Ready to Start Your Journey? Be part of a team that values integrity, growth, and community. Apply today and start your next chapter with Edfinancial Services!

• First-line customer support response across discord, live chat, & email • Develop a culture of delightful customer support across multiple channels • Act as a trusted point of contact for the community • Build internal programs, tools, resources, and training for support improvements • Act in compliance with regulatory and operational standards • Use user pain points to drive product improvement.

• Provide frontline support to municipal customers using GL and AP features within our software, via phone, email, and our internal ticketing systems. • Troubleshoot accounting-related issues including fund accounting structure, journal entries, approval workflows, vendor management, encumbrances, invoice processing, and payment runs. • Educate users on product functionality, accounting best practices, and system updates. • Collaborate with Product, Engineering, and QA teams to escalate and track complex issues and enhancement requests. • Maintain detailed documentation and contribute to knowledge articles, FAQs, and support training materials. • Assist with onboarding and user training for new customers. • Stay current on public sector accounting standards, compliance requirements, and audit considerations. • Identify recurring themes or support trends and provide insights that influence product improvements.