Piper Companies is seeking a Customer Service Representative to support a fast-growing, technology-driven organization within the insurance and financial services industry. The Customer Service Representative role is ideal for an energetic and detail-oriented professional focused on delivering exceptional client experiences while supporting annuity and life insurance products. Must be Local to Durham, NC
Responsibilities of the Customer Service Representative:
- Manage all client correspondence related to service inquiries and claims via phone, email, chat, and text while maintaining professionalism.
- Respond promptly and efficiently to client needs, ensuring all requests are handled through resolution with minimal escalation.
- Process service requests including withdrawals, surrenders, ownership updates, and beneficiary changes.
- Explain contract benefits and provide detailed information regarding products and transaction processes.
- Build and maintain strong client relationships, working to retain business when clients are considering alternative providers.
- Maintain accurate and up-to-date knowledge of all products, procedures, and business rules.
- Provide technical support to clients utilizing digital platforms and online account tools.
- Collaborate with team members and leadership to ensure consistent, high-quality service delivery.
- Promote digital solutions and act as a change agent in enhancing client experience processes.
- Communicate developments and escalations effectively with management and support special projects as needed.
Qualifications of the Customer Service Representative:
- Bachelor's degree and/or relevant customer service or call center experience.
- Strong written and verbal communication skills with the ability to explain complex information clearly.
- Demonstrated ability to multitask, including passing call simulation testing requirements.
- Experience working in a fast-paced, team-oriented environment with a positive and adaptable attitude.
- Intermediate proficiency with Microsoft Office Suite and general computer systems.
- Strong organizational skills with attention to detail and accuracy.
- Dependability and reliability with adherence to structured schedules.
Compensation for the Customer Service Representative includes:
- Salary range: $20hr - $23hr
- Long-term incentive plan eligibility
- Comprehensive benefits package including medical, dental, vision, and additional coverage
- Full-time opportunity with a hybrid schedule (onsite 3 days per week)
This job opens for applications on 06/28/2026. Applications for this job will be accepted for at least 30 days from the posting date.
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