Customer Service Representative

Pay Rate: $20 per hour

Location: Warwick, RI

Summary:

• Start Date: 9/28/2026
• 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.
• Assist throughout the claims process.

Requirements:

• High school diploma or equivalent (Associate’s or Bachelor’s preferred).
• Minimum 2 years of customer service 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 in an understandable way.
• High degree of accuracy and attention to detail.
• Comfortable multitasking across multiple systems during live customer interactions.
• Handle sensitive financial information with professionalism and confidentiality.
• Curious and supportive of enhancements from Artificial Intelligence.
• Strong reliability through consistent attendance and adherence to schedules.

Benefits:

• Training conducted on-site at our Warwick, Rhode Island office.
• Five-week instructor-led training program followed by a two-week nesting period.
• Post-training, the position will transition to work from a home office, with one day per month required in the Warwick office.
• Schedules determined using a ranking system based on performance in training.