Hybrid Insurance Client Experience Specialist

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

Benefits offered by this job

Health, Vision, and Dental Insurance

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, delivering an exceptional client experience while supporting annuity and life insurance products and building long‑term client relationships. This on‑site role requires sitting in Durham, NC, 3 days per week, with hours 9:00–6:00, Monday through Friday.

A bachelor’s degree or relevant call center experience is required, with strong multitasking and

Qualifications

• Bachelor’s degree or relevant customer service experience.
• Ability to pass call center simulation testing.
• Positive, team-oriented mindset in a fast-paced environment.

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.

Skills

Multitasking

Teamwork

Customer service

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Piper Companies is seeking a Customer Service Representative to support a growing organization within the insurance and financial services industry, delivering an exceptional client experience while supporting annuity and life insurance products and building long‑term client relationships. This on‑site role requires sitting in Durham, NC, 3 days per week, with hours 9:00–6:00, Monday through Friday.

A bachelor’s degree or relevant call center experience is required, with strong multitasking and