Customer Service Representative - Annuities

📋 Description

• Manage a high volume of inbound calls while delivering professional, efficient, and empathetic customer experience
• Respond to detailed inquiries regarding insurance products, policy features, and account activity
• Investigate and resolve customer issues, discrepancies, and complaints in accordance with service and compliance standards
• Translate complex information into clear, easy-to-understand explanations for customers and agents
• Accurately document all interactions in internal systems to ensure complete and compliant records
• Serve as a primary point of contact for assigned agents, accounts, or regions

🎯 Requirements

• High school diploma or GED
• 1+ year of customer service experience (call center or high-volume environment preferred)
• Strong computer skills with the ability to navigate multiple systems simultaneously
• Clear and professional communication skills
• Insurance or financial services experience is a plus
• Experience working in a structured, metrics-driven environment

🎁 Benefits

• $500 sign-on bonus paid at the completion of training
• Hybrid work schedule (following training period)
• Full IT equipment provided
• Health coverage (employee + children, based on salary band)
• 401(k) with company match and equity opportunities
• Paid time off, sick time, and company holidays