Customer Service Representative

Job Title

Pay Rate: $20 per hour Duration: 11/9/2026 - 5/8/2027

Location:

Warwick, RI 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.

Aid throughout the claims process.

High school diploma or equivalent.

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

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

Ability to clearly explain complex financial information in a way customers can easily understand.

Strong attention to detail and accuracy.

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.

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, the position will transition to working from home.

Agents must work in the Warwick office at least one day per month.

Agents experiencing system issues at home will be required to travel to the Warwick office until resolved.