Customer Service Rep

Tailored Management; Warwick (RI); Vor Ort; USD 23.000 - 32.000; Vollzeit

Benefits dieser Stelle

Medical Coverage

Dental Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Life & AD&D Insurance

Critical Illness Insurance

Accident Insurance

Employee Assistance Program (EAP)

Zusammenfassung

Tailored Management is seeking a Customer Advocate for the Defined Benefits/Risk Income Solutions (RIS) Department in Warwick, RI. The role involves inbound calls about retirement products and processing updates with strict data handling and privacy.

The position starts with onsite training in Warwick, then transitions to remote work with onsite requirements; candidates must maintain some in-office presence each month.

Qualifikationen

• 2–3+ years of customer service or call center experience.
• Financial services experience strongly preferred.
• 1–3+ years of experience with Windows-based operating systems and Microsoft Office Suite.
• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.

Aufgaben

• Handle inbound calls regarding defined benefit annuities, Group Annuity Contracts, and pensions.
• Explain policy details, payments, account status, and retirement information clearly.
• Process account maintenance requests (Direct deposit changes, address changes, beneficiary updates, death notifications).
• Assist customers through the claims process.
• Explain complex financial information in an easy-to-understand way.

Kenntnisse

Communication skills

Attention to detail

Multitasking

Confidentiality

Ausbildung

Associate’s or Bachelor’s degree preferred

Tools

Windows OS

Microsoft Office Suite

Jobbeschreibung

R&IS Department Customer Advocate

Location: Warwick, RI -Hybrid – Onsite training, then Remote with onsite requirements

Class Start Date: November 23, 2026

Pay Rate: 20hr

Schedule: Monday–Friday, between 8:00 AM and 9:00 PM EST

Training

• 5 weeks of instructor-led onsite training at the Warwick, RI office and Followed by 2 weeks of nesting.
• Full attendance throughout training is mandatory.
• After successful completion of quality certification/assessment, employees will transition to working from their home office.
• Employees must work onsite in Warwick at least 1 day per month.
• If home-office system or internet issues prevent work, employees must report to the Warwick office until the issue is resolved.

Position Overview

We are seeking a Customer Advocate to join the Defined Benefits/Retirement Income Solutions (R&IS) Department. This is an inbound customer service role supporting customers with questions related to defined benefit annuities, Group Annuity Contracts, and pensions. The ideal candidate will be comfortable explaining complex financial information, handling sensitive customer data, navigating multiple systems, and providing accurate and professional service.

Key Responsibilities

• Handle inbound customer calls regarding defined benefit annuities, Group Annuity Contracts, and pensions.
• Explain policy details, payments, account status, and other retirement-related information clearly.
• Process account maintenance requests, including: Direct deposit changes, Address changes,Beneficiary updates, Death notifications
• Assist customers throughout the claims process.
• Explain complex financial information in an easy-to-understand manner.
• Navigate multiple systems while managing live customer interactions.
• Use available AI enhancements to support job responsibilities.
• Handle sensitive financial information with professionalism and confidentiality.
• Maintain a high level of accuracy, attention to detail, and customer service.
• Maintain reliable attendance and follow assigned schedules.

Required Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• 2–3+ years of customer service or call center experience.
• Financial services experience strongly preferred.
• 1–3+ years of experience with Windows-based operating systems and Microsoft Office Suite.
• Strong verbal and written communication skills.
• Ability to explain complex financial information clearly.
• Strong attention to detail and accuracy.
• Ability to multitask across multiple systems.
• Ability to handle confidential and sensitive financial information professionally.

At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:

• Medical Coverage – HDHP, PPO, and Surest plan options
• Minimum Essential Coverage (MEC)
• Dental Insurance
• Vision Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Life & AD&D Insurance
• Critical Illness Insurance
• Accident Insurance
• Employee Assistance Program (EAP)

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