Customer Service Representative

Position: Customer Service Representative- Contract
Location: Indianapolis

** Customer Service Representative
** 6-Month Contract-to-Hire

Location:

Indianapolis, IN Compensation: $23.00 per hour

Position Overview:

The Customer Service Representative is the primary point of contact for incoming Annuity Administration calls and is responsible for resolving inquiries from customers, beneficiaries, agents, and marketing organizations regarding pending and existing contracts. The representative interprets each inquiry, determines the appropriate action, and responds accordingly. Responsibilities include distributing forms, preparing annuitization illustrations, documenting fund allocations for fixed indexed contracts, and reporting death claims.

All related activity must be accurately documented in the administration system, with additional tasks completed between calls as call volume allows.

What You’ll Do as a Customer Service Representative:

You’ll support customers and business partners by answering incoming inquiries, researching contract-related questions, and helping ensure requests are handled accurately and efficiently. This role requires strong customer service skills, attention to detail, and the ability to balance phone responsibilities with administrative tasks.

Customer Service Representative

Responsibilities Include:

• Meeting department standards for phone availability and logged-in time, quality audits, call handle ratio, and documenting call activity in the administration system
• Answering incoming telephone inquiries from customers or their representatives and validating caller identity before releasing information
• Working to resolve each inquiry and recognizing when calls should be escalated to ensure exceptional service
• Preparing illustrations for the annuitization of deferred annuity contracts and communicating living benefit payout information for fixed indexed annuities
• Distributing appropriate service forms to customers, beneficiaries, and agents via mail or fax, including instructions for completing and returning documents
• Completing service requests, including requests for forms and address changes
• Participating in special projects supporting Contract Administration, Customer Service, or Agency Service units, including cross-department project teams
• Partnering with internal and external business partners, including the Marketing organization and Policy Services team

What We’re Looking For:

• Associate degree or 3+ years of experience
• 1+ years of experience in life insurance and/or annuities is a plus
• 1+ years of customer service and/or high-volume call center experience preferred
• Exceptional interpersonal and customer service skills, including the ability to diffuse difficult service situations
• Strong organization, attention to detail, and ability to multitask
• Quick thinking and the ability to resolve inquiries and meet customer needs
• Strong aptitude for math and understanding of income tax applications
• Resourcefulness and the ability to work effectively through diverse situations
• Proficient computer skills, including keyboarding and experience with Microsoft Word, Excel, and customer relationship management (CRM) applications

Perks & Benefits:
• 6-month contract-to-hire opportunity
• Opportunity to transition into a long-term role based on performance and business needs
• Opportunity to gain experience in annuity administration and financial services customer support

Send your resume to Kelsie Anderson:
** Morales Professional:
** At Morales Professional, we believe careers are more than jobs, they are opportunities to build better futures. As part of Morales Group, an award-winning staffing and talent solutions organization, we are committed to connecting exceptional people with organizations where they can grow, contribute, and thrive.

If you're looking for a company that values integrity, collaboration, continuous improvement, and people-first leadership, we'd love to hear from you.

Morales Professional is an Equal Opportunity Employer and welcomes candidates from all backgrounds and experiences to apply.

You should be proficient in:

Customer Service