Customer Service Representative

Job Title

Pay Rate: $20 per hour

Location:

Warwick, RI Work Mode:
Hybrid

Support customers 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.

Explain complex financial information clearly and accurately.

Multitask across multiple systems during live customer interactions.

Handle sensitive financial information with professionalism and confidentiality.

Support enhancements from Artificial Intelligence.

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, preferably in financial services.

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

Reliable attendance throughout the training period is mandatory.

Ability to clearly explain complex financial information.

Comfortable multitasking across multiple systems.

Curious and supportive of AI enhancements.

Training conducted on-site in Warwick, RI, followed by a two-week nesting period.

Opportunity to work from home after successful completion of quality certification/assessment.

Required to work in the Warwick office at least one day per month.

Travel to Warwick office required if experiencing system issues at home office.

Flexible work schedules based on business needs.