Customer Service Representative

Pay Rate: $20/hr

Location: Tampa, FL

Summary:

• Class Start Date – 11/2/2026
• Work Mode: Hybrid
• Shift: Monday through Friday, between 8:00 a.m. and 9:00 p.m. Schedules may vary.

Responsibilities:

• Support customers calling 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.
• Aid throughout the claims process.

Requirements:

• High school diploma or equivalent (Associate’s or bachelor’s preferred).
• Minimum 2 years of customer service or call center experience (financial services strongly preferred).
• Minimum 1 year of experience with Windows-based operating systems (Microsoft Office, Suite, etc.).

Preferred Skills:

• Ability to clearly explain complex financial information.
• Comfortable multitasking across multiple systems during live customer interactions.
• Ability to use AI enhancements to complete job tasks.
• Handle sensitive financial information with professionalism and confidentiality.
• Demonstrate strong reliability through consistent attendance and adherence to schedules.

Benefits:

• Training conducted on-site at our Tampa, Florida office consisting of a five-week instructor-led program followed by a two-week nesting period.
• Reliable attendance throughout the training period is mandatory.
• After successful completion of quality certification/assessment, the position will transition to work from home with a requirement to work in the office at least one day per month.
• Agents experiencing system issues at home will be required to travel to the Tampa office until resolved.
• Home office must be a quiet place, secure and free of distractions, with high-speed internet connected via ethernet cable.