Customer Service Representative

Pay Rate: $20/hr

Work Mode: Onsite Training

Location: Warwick, RI

Responsibilities:

• Support customers calling with questions related to defined benefit annuities (Group Annuity Contracts) or pensions.
• Provide clear explanations of policy details, payments, and account status.
• Complete account maintenance requests such as direct deposit and address changes, beneficiary and death notifications.
• Aid throughout the claims process.
• Use AI enhancements to complete job tasks and handle sensitive financial information with professionalism and confidentiality.
• Demonstrate strong reliability through consistent attendance and adherence to schedules.

Requirements:

• High school diploma or equivalent (Associate’s or bachelor’s preferred).
• Minimum 2 years of customer service experience/call center experience (financial services strongly preferred).
• Minimum 1 year of experience with Windows-based operating systems (Microsoft Office Suite, etc.).

Preferred Skills:

• Ability to clearly explain complex financial information in a way customers can easily understand.
• Comfortable multitasking across multiple systems during live customer interactions.

Benefits:

• Training conducted on-site at our Warwick, RI office with a five-week instructor-led program followed by a two-week nesting period.
• Reliable attendance throughout the training period is mandatory due to the service requirements of the role.
• After successful completion of quality certification/assessment, the position will transition to work from home with the requirement to work in the Warwick office at least one day per month.
• Schedules are determined using a ranking system based on performance in training, and trainees will bid on offered schedules.