Hybrid CSR - Insurance & Financial Services Support

ZP Group

Durham (NC)

Hybrid

USD 57,308,000 - 65,904,000

Full time

14 days+

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Job summary

Piper Companies is seeking a Customer Service Representative to support a fast-growing, technology-driven organization in the insurance and financial services industry in Durham, NC. This role emphasizes delivering exceptional client experiences and supporting annuity and life insurance products.

Responsibilities include handling inquiries via phone, email, chat and text; processing withdrawals, surrenders and beneficiary changes; explaining contract benefits; and collaborating with the team to

Qualifications

Bachelor's degree or relevant customer service experience.
Strong written and verbal communication skills.
Ability to multitask in a fast-paced environment.
Experience in a team-oriented setting with reliability and adaptability.
Proficiency with Microsoft Office and general computer systems.

Responsibilities

Manage client correspondence related to service inquiries and claims via phone, email, chat, and text.
Process service requests including withdrawals, surrenders, ownership updates, and beneficiary changes.
Explain contract benefits and provide product and transaction information.
Build and maintain strong client relationships and retain business.
Provide technical support to clients using digital platforms and online tools.
Collaborate with team and leadership to ensure high-quality service delivery.