Customer Service Rep

Customer Service Representative
Location: Tampa, FL - (Remote - After the Onsite Training)
Pay Rate: $20.00/hour W2
Class Start Date: 11/2/2026
Work Arrangement: Onsite Training → Remote After Training
Contract Length: 6 months (Extension possible based on performance, attendance, and business needs)
Benefits: Paid weekly, health, dental + vision insurance available!

Training Schedule:

• Mandatory Onsite Training & Nesting: 5 weeks training + 2 weeks nesting (total 7 weeks at Tampa office)
• Ongoing Work: Primarily remote after certification, with one office visit per month
• Hours After Training: 8-hour shifts (Mon-Fri, 8 AM-9 PM EST) with 30-minute lunch; schedules assigned via ranking system based on training performance
• No time off permitted during training & nesting
• If experiencing home internet/system issues, employees must report onsite until resolved

Position Overview
We are seeking experienced Customer Service Representatives to support customers in the Defined Benefits / Retirement Income Solutions department. This is an inbound customer service role focused on assisting customers with questions regarding defined benefit annuities, Group Annuity Contracts, pensions, payments, and account information .
The ideal candidate will have strong customer service and communication skills, preferably with financial services experience, and the ability to explain complex financial information clearly and accurately.
Key Responsibilities

• Handle inbound customer calls regarding defined benefit annuities, pensions, and retirement income solutions.
• Explain policy details, payments, account status, and plan information clearly to customers.
• Process account maintenance requests, including direct deposit and address changes .
• Assist with beneficiary updates and death notifications.
• Provide support throughout the claims process.
• Navigate multiple systems while maintaining accuracy during customer interactions.
• Handle sensitive financial information professionally and confidentially.
• Use available technology and AI enhancements to support daily job functions.
• Maintain reliable attendance and adherence to assigned schedules.

Required Qualifications

• High School Diploma or equivalent required; Associate's or Bachelor's degree preferred.
• 2-3+ years of customer service or call center experience.
• Financial services experience strongly preferred.
• 1-3+ years of experience using Windows-based operating systems and Microsoft Office.
• Excellent verbal and written communication skills.
• Strong attention to detail and ability to explain complex information.
• Ability to multitask across multiple systems.
• Professional judgment when handling sensitive customer and financial information.

Remote Work Requirements

• Quiet, secure, distraction-free workspace.
• High-speed internet connected directly to the router using an Ethernet cable .
• Hotspots are not permitted.
• Employees experiencing home-system issues may be required to report to the designated office until the issue is resolved.