Customer Service Representative - Annuities

📋 Description

• Manage a high-volume inbound call queue with empathy.
• Answer inquiries on insurance products, policy features, and accounts.
• Investigate and resolve issues per service and compliance standards.
• Explain complex information clearly to customers and agents.
• Document all interactions in internal systems for accuracy.
• Serve as primary contact for assigned agents or accounts.

🎯 Requirements

• High school diploma or GED.
• 1+ year of customer service experience.
• Strong computer skills navigating multiple systems.
• Clear and professional communication skills.
• Insurance or financial services experience a plus.
• Experience in a structured, metrics-driven environment.

🎁 Benefits

• Hybrid work schedule (post-training).
• Full IT equipment provided.
• Health coverage for employee plus children.
• 401(k) with company match and equity opportunities.
• Annual bonus eligibility.
• Paid time off, sick time, and company holidays.