Customer Service Representative

Pay Rate: $20 per hour

• Location: Warwick, RI
• Work Mode: Hybrid
• Start Date: 9/28/2026

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, including direct deposit and address changes, beneficiary and death notifications.
• 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.
• Be curious and supportive of enhancements from Artificial Intelligence.
• Demonstrate strong reliability through consistent attendance and adherence to schedules.

Requirements:

• High school diploma or equivalent.
• Minimum 2 years of customer service experience.
• Minimum 1 year of experience with Windows-based operating systems (Microsoft Office Suite, etc.).

Preferred Skills:

• Experience in financial services.
• Associate’s or Bachelor’s degree.

Benefits:

• Training conducted on-site at our Warwick, Rhode Island office with a five-week instructor-led program followed by a two-week nesting period.
• Reliable attendance throughout the training period is mandatory.
• Post-training, work from home with required monthly office visits.
• Support for system issues requiring travel to the Warwick office.
• Flexible shift assignments based on performance during training.