Customer Service Representative

Job Title

Pay Rate: $20 per hour

Support customers with inquiries related to defined benefit annuities and pensions.

Provide clear explanations of policy details, payments, and account status.

Complete account maintenance requests such as direct deposit and address changes.

Assist with beneficiary and death notifications and aid in the claims process.

Utilize AI enhancements to complete job tasks efficiently.

Handle sensitive financial information with professionalism and confidentiality.

Maintain 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 a call center or financial services.

Experience with Windows-based operating systems (Microsoft Office Suite, etc.).

Ability to explain complex financial information clearly and accurately.

Comfortable multitasking across multiple systems during live customer interactions.

Training conducted on-site at the Warwick, RI office with a 5-week instructor-led program followed by a 2-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.