Customer Service Rep

Max pay rate - $20 / hr

Location : Client States; Warwick, RI.

Virtual Role with In-Person Training.

New Hires must live within a commutable distance of our Warwick location and must be able to come in on an as-needed basis as determined by Client. Must be available for the full duration of in office training from, November 3, 2025 - January 6, 2026. Hours of training : 8 : 30am - 5pm EST Monday - Friday

Hours post training : Must be available 8 : 30 am - 6 : 30 pm Monday through Friday.

Will receive a consistent schedule within that time frame after training.

Key Responsibilities :

Provide Best in Class customer Service for Annuities Insurance products.

Complete financial transactions over the phone including withdrawals

Educate Financial Advisors and clients on market requirements, processes, contract provisions and digital solutions.

Answer and accurately document incoming calls from a variety of customers including Financial Advisors, contract owners and beneficiaries.

Research and respond to errors, contract discrepancies and processing delays.

Research special requests and act as a liaison between your customer and operational areas.

Use computerized systems efficiently to track, troubleshoot and gather information.

Adhere to a provided schedule for your workday.

Consistently meet or exceed key performance indicators

Essential Business Experience and Technical Skills :

Required :

High school diploma or equivalent required

2+ years customer service experience required.

Job is performed primarily virtually with required in office days based on business needs.

Ability to work during the hours of operation of 8 : 30am-6 : 30pm EST Monday-Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs.

Strong computer navigation skills and efficient keyboard / typing skills.

Ability to multi-task while speaking to a customer.

Basic math, analytical and problem-solving skills.

Preferred :

Higher educational experience or professional certification

Insurance or Financial Services industry experience or Product specific experience

Prior Call Center experience

A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.

A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.

Superb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of Client.

Willingness to adopt and adapt to evolving business needs and take on new opportunities to support Client.

Computer experience navigating in a multi-screen environment.

Critical thinking skills demonstrating an ability to apply job knowledge to different scenarios to make effective decisions.