Customer Service Representative

Summary:

• Location: Warwick, RI
• Start Date: 9/28/2026
• 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, 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.
• Minimum 1 year of experience with Windows-based operating systems (Microsoft Office Suite, etc.).

Preferred Skills:

• Ability to explain complex financial information clearly and accurately.
• Comfortable multitasking across multiple systems during live customer interactions.
• Handle sensitive financial information with professionalism and confidentiality.
• Curious and supportive of enhancements from Artificial Intelligence.
• Demonstrate strong reliability through consistent attendance and adherence to schedules.

Benefits:

• 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 with one day per month in the Warwick office.
• High-speed internet with home office connected to router using an ethernet cable required.
• Flexible shift assignments within hours of operation, Monday through Friday, 8:00 a.m. to 9:00 p.m.
• Schedules after training are determined using a ranking system based on performance in training.