Customer Service Representative - 173585

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Hybrid work schedule

Job summary

Piper Companies is seeking a Customer Service Representative in Durham, NC to deliver exceptional client experiences for annuity and life insurance products. The role is hybrid (onsite 3 days per week) and requires strong communication, teamwork, and product knowledge.

Ideal candidates hold a bachelor’s degree or equivalent customer service experience, with proficiency in Microsoft Office and a detail-oriented approach to managing inquiries, claims, and transactions.

Qualifications

• Bachelor’s degree or relevant customer service experience.
• Strong written and verbal communication.
• Ability to multitask in a fast-paced environment.
• Experience in a team-oriented setting.

Responsibilities

• Manage all client correspondence related to service inquiries and claims via phone, email, chat, and text.
• Respond promptly to client needs and resolve requests 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 and retain business when clients consider alternatives.
• Maintain up-to-date knowledge of products, procedures, and business rules.
• Provide technical support to clients using digital platforms and online tools.
• Collaborate with team members and leadership to ensure high-quality service delivery.
• Promote digital solutions and act as a change agent to improve client experience processes.
• Communicate developments and escalations with management and support special projects.

Skills

Customer service

Communication

Multitasking

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

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

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)

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.