Customer Service Representative

About the role

Primary point of contact for servicing our life and annuity business. Provides service for the entire policy life‑cycle and maintains continuous telephone coverage for clients and advisors. Resolves inquiries courteously, efficiently, and accurately, delivering a first‑class customer experience that meets regulatory guidelines and supports the company’s wealth‑management strategy. Based in Hartford, Connecticut.

Responsibilities

• Service and process financial and administrative transactions during the policy lifecycle, including payments, disbursements, in‑force illustrations, and claims support.
• Adhere to company policies and procedures, especially those related to regulations and controls.
• Serve as a single point of contact and receive/resolve complex or sensitive customer service inquiries in an accurate and timely manner.
• Research, develop, organize, and prioritize solutions and options to balance business and client needs.
• Participate in or facilitate various department projects that impact the customer experience.
• Understand and support corporate initiatives and distribution relationships as they affect product issuance and servicing.
• Work collaboratively in a team environment; extensive training will be provided.
• Perform other duties as assigned.

Requirements

• High school diploma/GED required (associate degree in a business‑related field preferred).
• Minimum of 2 years of customer service/call‑center experience in any industry; annuity or insurance experience a plus.
• Understanding of advisor and policyholder expectations; ability to respond proactively and serve as an information source.
• Ability to sign in and be ready to start work shift at the designated time.
• Proactive in researching transactions that may not be evident to the client, preventing future inaccuracies.
• Excellent verbal, written, and interpersonal skills for interacting with internal and external clients.
• Strong prioritization skills and adherence to standards.
• Effective problem‑solving and analytical abilities, utilizing reference materials and peers as needed.

Benefits

• Medical, dental, vision, and dependent life insurance coverage for employees, spouses, and dependent children (coverage begins on the date of hire, retroactively).
• Competitive base salary with performance‑driven incentives.
• Professional development opportunities and a culture that supports growth and entrepreneurship.

Pay

The base pay for this role is $23‑25 per hour, based on experience.