Minimum 2 years of customer service or call center experience, preferably in financial services. Support customers calling with questions related to defined benefit annuities or pensions.
Numbers & Facts
Location
Warwick, RI
Salary
$20 Per Hour
Description
Pay Rate: $20/hr
Work Mode: Onsite Training
Location: Warwick, RI
Class Start Date: November 23, 2026
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.
Handle beneficiary and death notifications, and aid throughout the claims process.
Requirements:
High school diploma or equivalent.
Minimum 2 years of customer service or call center experience, preferably in financial services.
Minimum 1 year of experience with Windows-based operating systems (Microsoft Office Suite, etc.).
Preferred Skills:
Ability to explain complex financial information clearly and accurately.
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.
Strong reliability through consistent attendance and adherence to schedules.
Benefits:
Five-week instructor-led training program followed by a two-week nesting period.
Opportunity to work from home after successful completion of quality certification/assessment.
Required to work in Warwick office at least one day per month.
Travel to Warwick office required if experiencing system issues at home office.