Customer Service Representative - 173585

Piper Companies; Durham (NC); Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Additional Coverage

Job summary

Piper Companies is seeking a Customer Service Representative to support a fast-growing, technology-driven organization within the insurance and financial services industry. Local to Durham, NC applicants preferred.

The role involves handling inquiries and claims across phone, email, chat, and text, with a hybrid onsite schedule (3 days/week). Strong communication, multitasking, and teamwork are essential for success in a fast-paced environment.

Qualifications

• Bachelor's degree and/or relevant customer service or call center experience.
• Strong written and verbal communication skills with the ability to explain complex information clearly.
• Demonstrated ability to multitask, including passing call simulation testing requirements.
• Experience working in a fast-paced, team-oriented environment with a positive and adaptable attitude.
• Intermediate proficiency with Microsoft Office Suite and general computer systems.
• Strong organizational skills with attention to detail and accuracy.
• Dependability and reliability with adherence to structured schedules.

Responsibilities

• Manage all client correspondence related to service inquiries and claims via phone, email, chat, and text while maintaining professionalism.
• Respond promptly and efficiently to client needs, ensuring all requests are handled through resolution with minimal escalation.
• Process service requests including withdrawals, surrenders, ownership updates, and beneficiary changes.
• Explain contract benefits and provide detailed information regarding products and transaction processes.
• Build and maintain strong client relationships, working to retain business when clients are considering alternative providers.
• Maintain accurate and up-to-date knowledge of all products, procedures, and business rules.
• Provide technical support to clients utilizing digital platforms and online account tools.
• Collaborate with team members and leadership to ensure consistent, high-quality service delivery.
• Promote digital solutions and act as a change agent in enhancing client experience processes.
• Communicate developments and escalations effectively with management and support special projects as needed.

Skills

Communication

Multitasking

Teamwork

Office Software

Education

Bachelor's degree

Tools

MS Office

Job description

Responsibilities of the Customer Service Representative:

• Manage all client correspondence related to service inquiries and claims via phone, email, chat, and text while maintaining professionalism.
• Respond promptly and efficiently to client needs, ensuring all requests are handled through resolution with minimal escalation.
• Process service requests including withdrawals, surrenders, ownership updates, and beneficiary changes.
• Explain contract benefits and provide detailed information regarding products and transaction processes.
• Build and maintain strong client relationships, working to retain business when clients are considering alternative providers.
• Maintain accurate and up-to-date knowledge of all products, procedures, and business rules.
• Provide technical support to clients utilizing digital platforms and online account tools.
• Collaborate with team members and leadership to ensure consistent, high-quality service delivery.
• Promote digital solutions and act as a change agent in enhancing client experience processes.
• Communicate developments and escalations effectively with management and support special projects as needed.

Qualifications of the Customer Service Representative:

• Bachelor's degree and/or relevant customer service or call center experience.
• Strong written and verbal communication skills with the ability to explain complex information clearly.
• Demonstrated ability to multitask, including passing call simulation testing requirements.
• Experience working in a fast-paced, team-oriented environment with a positive and adaptable attitude.
• Intermediate proficiency with Microsoft Office Suite and general computer systems.
• Strong organizational skills with attention to detail and accuracy.
• Dependability and reliability with adherence to structured schedules.

Compensation for the Customer Service Representative includes:

• Salary range: $20hr - $23hr
• Long-term incentive plan eligibility
• Comprehensive benefits package including medical, dental, vision, and additional coverage
• Full-time opportunity with a hybrid schedule (onsite 3 days per week)

Piper Companies is seeking a Customer Service Representative to support a fast-growing, technology-driven organization within the insurance and financial services industry. The Customer Service Representative role is ideal for an energetic and detail-oriented professional focused on delivering exceptional client experiences while supporting annuity and life insurance products. Must be Local to Durham, NC

This job opens for applications on 09/2/2026. Applications for this job will be accepted for at least 30 days from the posting date.