Hybrid CSR for Life & Annuity Support (Durham)

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 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.