Remote After Traning - Customer Service Representative

Pay Rate: $20/hr
Location: Tampa, FL
Work Mode: Hybrid

Class Start Date – 11/2/2026

Responsibilities:

• Support customers calling with questions related to defined benefit annuities (Group Annuity Contracts) 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, and aid throughout the claims process.
• Explain complex financial information clearly and accurately.
• Multitask across multiple systems during live customer interactions.
• 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.

Requirements:

• High school diploma or equivalent.
• Minimum 2 years of customer service experience, preferably in a call center or financial services environment.
• Minimum 1 year of experience with Windows-based operating systems (Microsoft Office, Suite, etc.).

Training:

• Training will be conducted on-site at our Tampa, Florida office and consists of a five-week instructor-led training 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 be trainees who will start work from their home office.
• An agent must work in the Warwick office at least one day per month.
• Agents experiencing system issues at the home office will be required to travel to the Tampa office until system issues/outage is corrected.

Preferred Skills:

• Associate's or bachelor's degree.
• Experience in financial services.

Benefits:

• A quiet place to work that is secure and free of distractions.
• High-speed internet with home office connected to router using an ethernet cable (hot spots are not allowed).
• Flexible shift assignments to meet customers’ needs.