Customer Service Representative

Job Title

Pay Rate: $20 per hour

Location:

Warwick, RI

Work Mode:
Hybrid

Start Date:

9/28/2026

Candidates must be available to work within our hours of operation, Monday through Friday, between 8:00 a.m. and 9:00 p.m. Schedules may vary and are subject to change based on business needs; therefore, flexibility in shift assignments is required.

Schedules after training are determined using a ranking system based on performance in training. Trainees will bid on offered schedules.

• 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.
• Assist throughout the claims process.
• Explain complex financial information in a way customers can easily understand while maintaining a high degree of accuracy and attention to detail.
• Comfortable multitasking across multiple systems during live customer interactions.
• Handle sensitive financial information with professionalism and confidentiality.
• Demonstrate strong reliability through consistent attendance and adherence to schedules.

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

• Curious and supportive of enhancements from Artificial Intelligence.

• Training will be conducted on-site at our Warwick, Rhode Island office and consists of a five-week instructor-led training program followed by a two-week nesting period.
• To support successful onboarding, employees are required to attend and complete all training sessions. 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 be trainees who will start work from their home office.
• An agent must work in the Warwick office at least one day per month.
• Agents experiencing system issues at home office will be required to travel to Warwick office until system issues/outage is corrected.
• Home Office Requirements: A quiet place to work that is secure and free of distractions. High-speed internet with home office connected to router using ethernet cable. Hot spots are not allowed.