Remote Life & Annuity Payments Specialist

National Life Group; United States; Remote; USD 45,000 - 52,000; Full time

Benefits offered by this job

Competitive pay: starting at $22/hr.

Tuition sponsorship for undergrad/grad

Paid time off and holidays

Community service hours

Job summary

National Life Group is seeking a Payment Center Customer Service Rep to assist customers across America with life and annuity policies. The role emphasizes first-call resolutions, payment processing, and collaborative teamwork to deliver peace of mind.

You will work in a fast-paced inbound environment, using mainframes, CRM, Salesforce and Five9 to research questions, document interactions, and resolve issues with urgency and care.

Qualifications

• Diploma or higher (preferred).
• 2+ years of professional work experience interacting with customers.
• Basic ability to read and interpret information.
• Perform arithmetic, ratios, rates and percentages.

Responsibilities

• Identifies, understands, and interprets customer needs and responds to questions in a high-volume inbound call environment.
• Navigates technology systems to research questions, notate the policy, and submit work items.
• Processes payment-related transactions (inbound payments and disbursements) accurately.
• Uses product knowledge to guide and educate agents on requests and options.

Skills

Customer service

Communication

Tech-savvy

Collaboration

Education

Diploma or higher

Tools

CRM

Salesforce

Five9

Mainframes

Job description

National Life Group is seeking a Payment Center Customer Service Rep to assist customers across America with life and annuity policies. The role emphasizes first-call resolutions, payment processing, and collaborative teamwork to deliver peace of mind.

You will work in a fast-paced inbound environment, using mainframes, CRM, Salesforce and Five9 to research questions, document interactions, and resolve issues with urgency and care.