Customer Service Representative

Summary:

• Pay Rate: ***/hr
• Location: Tampa, FL
• Work Mode: Hybrid

Responsibilities:

• 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, and handle beneficiary and death notifications.
• Assist throughout the claims process.

Requirements:

• High school diploma or equivalent.
• Minimum 2 years of customer service experience, preferably in financial services.
• Experience with Windows-based operating systems and Microsoft Office Suite.

Preferred Skills:

• Ability to explain complex financial information clearly and accurately.
• 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 Tampa, Florida 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, work from home office.
• Work in Warwick office at least one day per month.

Schedules/Availability:

• Available to work Monday through Friday, between 8:00 a.m. and 9:00 p.m.
• Flexibility in shift assignments required.
• Schedules after training are determined using a ranking system based on performance in training.