Customer Service Representative

Job Title

Pay Rate: $20 per hour

Work Mode:
Onsite Training

Location:

Warwick, RI

Class

Start Date:

November 23, 2026

Support customers with inquiries 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.

Handle beneficiary and death notifications and assist throughout the claims process.

High school diploma or equivalent (Associate's or bachelor's preferred).

Minimum 2 years of customer service or call center experience (financial services strongly preferred).

Minimum 1 year of 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.

Experience using AI enhancements to complete job tasks.

Handle sensitive financial information with professionalism and confidentiality.

Strong reliability through consistent attendance and adherence to schedules.

Five-week instructor-led training program followed by a two-week nesting period.

Mandatory attendance and completion of all training sessions for successful onboarding.

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

Monthly onsite work requirement in Warwick office.

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

Quiet home office environment with high-speed internet connected via ethernet cable required.

Flexible schedules based on business needs; schedules determined by performance ranking in training.