Customer Service Representative

Job Title

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, and handle beneficiary and death notifications. Assist throughout the claims process.

20/hr

Tampa, FL

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, and handle 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. Experience with Windows-based operating systems and Microsoft Office Suite.

Ability to explain complex financial information clearly and accurately. Comfortable multitasking across multiple systems during live customer interactions. Ability to use AI enhancements to complete job tasks. Handle sensitive financial information with professionalism and confidentiality. Strong reliability through consistent attendance and adherence to schedules.

Conducted on-site at our Tampa, Florida 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, work from home office. Work in Tampa office at least one day per month.

Available to work Monday through Friday, between 8:00 a.m. and 9:00 p.m. Flexibility in shift assignments required. Schedules after training are determined using a ranking system based on performance in training.