Remote Customer Service Representative

Max pay rate - $20/hr Location: Client States; Warwick, RI. Virtual Role with In-Person Training. New Hires must live within a commutable distance of our Warwick location and must be able to come in on an as-needed basis as determined by Client. Must be available for the full duration of in office training from, November 3, 2025 - January 6, 2026. Hours of training: 8:30am - 5pm EST Monday - Friday Hours post training: Must be available 8:30 am - 6:30 pm Monday through Friday. Will receive a consistent schedule within that time frame after training. Key Responsibilities: " Provide Best in Class customer Service for Annuities Insurance products. " Complete financial transactions over the phone including withdrawals " Educate Financial Advisors and clients on market requirements, processes, contract provisions and digital solutions. " Answer and accurately document incoming calls from a variety of customers including Financial Advisors, contract owners and beneficiaries. " Research and respond to errors, contract discrepancies and processing delays. " Research special requests and act as a liaison between your customer and operational areas. " Use computerized systems efficiently to track, troubleshoot and gather information. " Adhere to a provided schedule for your workday. " Consistently meet or exceed key performance indicators Essential Business Experience and Technical Skills: Required: " High school diploma or equivalent required " 2+ years customer service experience required. " Job is performed primarily virtually with required in office days based on business needs. " Ability to work during the hours of operation of 8:30am-6:30pm EST Monday-Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs. " Strong computer navigation skills and efficient keyboard/typing skills. " Ability to multi-task while speaking to a customer. " Basic math, analytical and problem-solving skills. Preferred: " Higher educational experience or professional certification " Insurance or Financial Services industry experience or Product specific experience " Prior Call Center experience " A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment. " A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions. " Superb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of Client. " Willingness to adopt and adapt to evolving business needs and take on new opportunities to support Client. " Computer experience navigating in a multi-screen environment. " Critical thinking skills demonstrating an ability to apply job knowledge to different scenarios to make effective decisions.

Created: 2025-09-27