Customer Service Representative

Job Title

Location:

Warwick, RI

Start Date:

9/28/2026

Work Mode:
Hybrid

Support customers calling with questions related to defined benefit annuities 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.

Assist throughout the claims process.

High school diploma or equivalent.

Minimum 2 years of customer service experience, preferably in financial services.

Minimum 1 year of experience with Windows-based operating systems (Microsoft Office Suite, etc.).

Ability to explain complex financial information clearly and accurately.

Comfortable multitasking across multiple systems during live customer interactions.

Handle sensitive financial information with professionalism and confidentiality.

Curious and supportive of enhancements from Artificial Intelligence.

Demonstrate strong reliability through consistent attendance and adherence to schedules.

Training conducted on-site at our Warwick, Rhode Island office.

Five-week instructor-led training program followed by a two-week nesting period.

Reliable attendance throughout the training period is mandatory.

After successful completion of quality certification/assessment, work from home with one day per month in the Warwick office.

High-speed internet with home office connected to router using an ethernet cable required.

Flexible shift assignments within hours of operation, Monday through Friday, 8:00 a.m. to 9:00 p.m.

Schedules after training are determined using a ranking system based on performance in training.