Customer Service Representative

Piper Companies; Durham (NC); On-site; USD 27,552 - 31,684; Full time

Benefits offered by this job

Health benefits

Vision and Dental coverage

Paid time off and holidays

Job summary

Piper Companies is seeking a Customer Service Representative in Durham, NC to enhance the client experience within the insurance and financial services industry. This role prioritizes strong client communication while managing service requests across various platforms.

The ideal candidate will possess a bachelor’s degree and customer service experience, with an ability to thrive in fast-paced environments. Compensation ranges from $20.00 to $23.00 per hour, alongside a full benefits package including health and dental coverage.

Qualifications

• Bachelor’s degree and/or relevant customer service or call center experience.
• Ability to pass call center simulation testing demonstrating multitasking skills.
• Positive, team-oriented mindset with the ability to thrive in a fast-paced environment.

Responsibilities

• Manage client communications via phone, email, chat, and text regarding service and claims needs.
• Resolve client requests efficiently, escalating issues only when necessary and following through to completion.
• Process service transactions including withdrawals, surrenders, and ownership or beneficiary changes.

Skills

Customer service experience

Multitasking abilities

Proficiency in Microsoft Office

Education

Bachelor’s degree

Job description

Piper Companies is seeking a Customer Service Representative to support a growing organization within the insurance and financial services industry. The role focuses on delivering an exceptional client experience while supporting annuity and life insurance products and building strong, long‑term client relationships.

Location and Schedule: Onsite in Durham, NC three days per week; office hours 9 AM to 6 PM Monday through Friday.

Responsibilities

• Manage client communications via phone, email, chat, and text regarding service and claims needs.
• Resolve client requests efficiently, escalating issues only when necessary and following through to completion.
• Process service transactions including withdrawals, surrenders, and ownership or beneficiary changes.
• Explain contract benefits and product information in a clear, client‑friendly manner.
• Support contract retention efforts and promote use of digital client platforms.
• Provide technical assistance with the client portal and support special projects as needed.

Requirements

• Bachelor’s degree and/or relevant customer service or call center experience.
• Ability to pass call center simulation testing demonstrating multitasking skills.
• Positive, team‑oriented mindset with the ability to thrive in a fast‑paced environment.
• Intermediate proficiency with Microsoft Office and general PC skills.

Compensation and Benefits

• $20.00 – $23.00 per hour
• Full comprehensive benefits: Health, Vision, Dental, PTO, Paid Holidays, sick leave if required by law, and additional benefits eligibility.