Annuities Customer Service Representative jobs in Rhode Island

In this role the candidate will initiate a callout to potential accountholders that are eligible for a Total Control Account (TCA). TCA's are financial accounts, that are similar to checking/saving accounts, and are interest bearing. Those that are eligible to receive a TCA are a recipient of a lump sum payout with our client, which could be from Life Insurance Policy or Retirement account. Customers have often recently lost someone close to them, a level of empathy is needed while maintaining an upbeat delivery. Associates must rely on instructions and pre-established guidelines to perform the functions of the job. Below are some common topics associates can expect to discuss with our potential customers:

Responsibilities :

• Clearly educate the caller on the benefits of a Total control Account and answer any questions or address any concerns the accountholder may have
• Explain option available to access their funds
• Offer to order a Visa Debit Card for the account

Required Skills :

• Live within 50 miles of our Warwick, RI office
• Ability to work from home which includes high speed internet (500-650 kbps) and a quiet place to work that is secure. (Hotspots and use of Wifi are not allowed – high internet speed is required)
• Able to use video during interview, coaching, and virtual training.
• An ability to work during the hours of operation of Monday-Friday 8:30am – 5:00pm EST. These are both the training and work hours.
• No time off planned during training.
• Candidate needs to be organized, upbeat, empathetic, and exhibit active listening skills.
• Requires a high school diploma or equivalent is required. 1-3 years of experience in the field or in a customer service role is preferred. Work under immediate supervision reporting to an immediate supervisor.

Job Type: Full-time

Salary: $19.00 - $20.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Morning shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Work Location: In person