Insurance & Annuities CSR — Contract-to-Hire

Morales Professional, a morales group company; Indianapolis (IN); On-site; USD 26,000 - 37,000; Full time

Job summary

Morales Professional Services is hiring a Customer Service Representative for its Annuity Administration and Policy Services team in Indianapolis, Indiana. You will answer incoming calls regarding insurance policies, annuities, and account administration.

The role requires an associate degree or 3+ years of relevant experience, with 1+ year in customer service preferred. Proficiency with CRM systems and MS Office is a plus. Pay is $23.00 per hour, with potential for permanent employment.

Qualifications

• Associate degree or 3+ years of relevant professional experience.
• 1+ years of customer service, call center, or customer support experience preferred.
• Life insurance, annuity administration, or financial services experience is a plus.
• Strong verbal communication, customer relationship management, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, high-volume call center environment.
• Strong attention to detail, organizational skills, and basic mathematical aptitude.
• Proficiency in Microsoft Word, Excel, CRM software, and computer-based customer service systems.

Responsibilities

• Answer incoming customer service calls regarding insurance policies, annuity contracts, and account administration.
• Assist customers, beneficiaries, insurance agents, and business partners with policy questions and service requests.
• Research customer inquiries, resolve problems, and elevate complex issues when necessary.
• Process policy service requests, address changes, beneficiary inquiries, and customer documentation.
• Prepare annuity illustrations and communicate fixed indexed annuity living benefit information.
• Maintain accurate customer records and document all interactions in internal administration and CRM systems.

Skills

Customer service

Verbal communication

Problem-solving

Education

Associate degree

Tools

Microsoft Word

Excel

CRM software

Job description

Morales Professional Services is hiring a Customer Service Representative for its Annuity Administration and Policy Services team in Indianapolis, Indiana. You will answer incoming calls regarding insurance policies, annuities, and account administration.

The role requires an associate degree or 3+ years of relevant experience, with 1+ year in customer service preferred. Proficiency with CRM systems and MS Office is a plus. Pay is $23.00 per hour, with potential for permanent employment.