Note: The job is a remote job and is open to candidates in USA. Tailored Management is hiring a Customer Service Representative to support customers with defined benefit annuities, Group Annuity Contracts, and pension accounts. The role involves explaining policy and payment information, processing account maintenance requests, assisting with claims, documenting interactions, and handling confidential financial information across multiple systems.
Responsibilities
- Provide professional and responsive customer service to individuals regarding annuity and pension accounts
- Clearly explain policy details, payment information, account status, and other financial information
- Process customer account maintenance requests, including:
- Direct deposit updates
- Address changes
- Beneficiary updates
- Death notifications
- Provide knowledgeable assistance and guidance throughout the claims process
- Accurately document customer interactions and account updates
- Navigate multiple computer systems and applications while assisting customers in real time
- Handle sensitive and confidential customer and financial information in accordance with established policies and procedures
- Maintain a high level of accuracy, attention to detail, and professionalism
- Demonstrate reliability through consistent attendance, punctuality, and adherence to assigned schedules
- Adapt to evolving technologies and demonstrate a willingness to support the appropriate use of Artificial Intelligence and other technology enhancements
Skills
- Employees must have a secure, quiet, distraction-free workspace with reliable high-speed internet connected directly to the router via Ethernet (hotspots are not permitted) and must be able to report to the Warwick office if home-office technical issues or outages prevent them from working
- Candidates must be available to work Monday through Friday between **8:00 AM and 9:00 PM**, with flexibility to work varying shifts based on business and customer needs
- High school diploma or equivalent required
- 2–3+ years of customer service experience
- 1–3+ years of experience working with Windows-based operating systems and Microsoft Office applications
- Excellent verbal and written communication skills
- Strong problem-solving and interpersonal skills
- Ability to explain complex information clearly and effectively
- Strong attention to detail and commitment to accuracy
- Ability to multitask effectively while assisting customers
- Ability to maintain confidentiality when handling sensitive financial and personal information
- Demonstrated reliability and commitment to attendance and schedule adherence
- Associate's or Bachelor's degree preferred
- Experience in financial services is strongly preferred
Benefits
- Remote work after onsite training
- Weekly pay
- Health, dental, and vision insurance available
- Potential contract extension and conversion
Company Overview
Company H1B Sponsorship