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, and 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.

Demonstrate strong reliability through consistent attendance and adherence to schedules.

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.).

Associate's or Bachelor's degree preferred.

Comfortable with enhancements from Artificial Intelligence.

Training conducted on-site at the 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.

Work from home after successful completion of quality certification/assessment.

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

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

Quiet, secure, and distraction-free home office setup required.

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

Flexible shift assignments required; schedules may vary based on business needs.

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