Customer Service Representative

Pay Rate: $20 per hour

• Location: Warwick, RI
• Work Mode: Hybrid

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, and 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.).

Preferred Skills:

• Associate’s or Bachelor’s degree preferred.
• Comfortable with enhancements from Artificial Intelligence.

Benefits:

• Training conducted on-site at the 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.
• Work from home after successful completion of quality certification/assessment.
• Required to work in Warwick office at least one day per month.
• Travel to Warwick office required if experiencing system issues at home office.
• Quiet, secure, and distraction-free home office setup required.
• High-speed internet with home office connected to router using ethernet cable.
• Flexible shift assignments required; schedules may vary based on business needs.
• Schedules determined using a ranking system based on performance in training.