Hybrid Client Services Rep – Insurance & Annuities

Piper Companies

Durham (NC)

Hybrid

USD 28,000 - 32,000

Full time

3 days ago

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Benefits offered by this job

Health insurance

Vision benefits

Dental benefits

Paid time off

Paid holidays

Job summary

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

The role requires on-site presence three days per week in Durham, NC with hours 9-6, Monday through Friday.

Qualifications

Bachelor’s degree 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.

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.