Customer Service Representative

Pay Rate: $20 per hour
Location: Car, NC
Work Mode: Hybrid

• Candidates must be available to work Monday through Friday, between 8:00 a.m. and 9:00 p.m.
• Schedules may vary and are subject to change based on business needs; flexibility in shift assignments is required.
• Schedules after training are determined using a ranking system based on performance in training.

Responsibilities:

• 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.
• Demonstrate strong reliability through consistent attendance and adherence to schedules.

Requirements:

• 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.).

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, work from home office.
• Must work in Warwick office at least one day per month.
• Agents experiencing system issues at home office will be required to travel to Warwick office until resolved.

Home Office Requirements:

• A quiet place to work that is secure and free of distractions.
• High-speed internet with home office connected to router using ethernet cable. Hot spots are not allowed.