Hybrid Operations & Client Support Associate

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

Benefits offered by this job

Medical

Dental

Vision

401k

PTO

Sick Leave

Holidays

Job summary

Piper Companies in the Raleigh-Durham area is seeking a hybrid Operations Associate to join a life insurance and annuities company. The position requires on-site presence 3 days a week from 9am-6pm, with responsibilities including client communication about claims and services, resolving requests, and explaining product benefits.

This role emphasizes strong customer service and portal support. Ideal candidates will have a Bachelor's or Associate's degree and experience in customer service, plus

Qualifications

• Bachelor's or Associate's degree required.
• Ability to pass call center simulation (multitasking, listening, computer use).
• Intermediate Microsoft Office skills.
• Experience working in customer service.

Responsibilities

• Manage all communication with clients about claims and services via phone, email, chat, and text.
• Provide quick, effective solutions to clients ensuring all requests are fully resolved.
• Clearly explain contract benefits and provide clear and helpful guidance on products and packages.
• Process service requests, including withdrawals, surrenders, and ownership or beneficiary changes.
• Provide technical support to clients navigating portal access.

Skills

Customer service

Multitasking

Communication

Education

Bachelor's degree or Associate's degree

Tools

Microsoft Office

Job description

Piper Companies in the Raleigh-Durham area is seeking a hybrid Operations Associate to join a life insurance and annuities company. The position requires on-site presence 3 days a week from 9am-6pm, with responsibilities including client communication about claims and services, resolving requests, and explaining product benefits.

This role emphasizes strong customer service and portal support. Ideal candidates will have a Bachelor's or Associate's degree and experience in customer service, plus