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Annuity Customer Service Representative information

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How much do annuity customer service representative jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for annuity customer service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What is the difference between Annuity Customer Service Representative vs Insurance Customer Service Representative?

AspectAnnuity Customer Service RepresentativeInsurance Customer Service Representative
CredentialsLicenses for annuities, insurance licenses may be requiredInsurance licenses specific to policy types
Work EnvironmentFinancial institutions, insurance companiesInsurance agencies, brokerages
Job FocusHandling annuity products, client inquiries about retirement incomeManaging various insurance policies, claims, and client questions

Both roles involve customer support and require licensing, but Annuity Customer Service Representatives specialize in retirement and investment products, while Insurance Customer Service Representatives handle a broader range of insurance policies. The choice depends on your interest in retirement planning versus general insurance services.

What does an Annuity Customer Service Representative do?

An Annuity Customer Service Representative assists clients with questions and concerns related to their annuity accounts. They help customers understand their annuity products, process account transactions, provide policy information, and resolve any issues that arise. Representatives may also guide clients through the claims process, explain payment options, and ensure compliance with regulatory requirements. Their goal is to provide excellent service and ensure customer satisfaction with annuity products.

What are some common challenges faced by Annuity Customer Service Representatives, and how can they be managed effectively?

Annuity Customer Service Representatives often encounter challenges such as handling complex product questions, managing sensitive customer information, and addressing concerns about policy details or payouts. Navigating regulatory requirements and ensuring clear communication with customers can also be demanding. To manage these challenges, representatives benefit from ongoing training, strong organizational skills, and support from knowledgeable team members and supervisors. Building rapport with customers and staying up-to-date with product changes can also help ensure a positive and efficient service experience.

What are the key skills and qualifications needed to thrive as an Annuity Customer Service Representative, and why are they important?

To thrive as an Annuity Customer Service Representative, you need strong knowledge of annuity products, insurance regulations, and customer account management, often supported by a high school diploma or relevant financial services experience. Familiarity with customer relationship management (CRM) software, call center phone systems, and sometimes FINRA or state insurance licensing is typically required. Outstanding active listening, problem-solving, and clear communication skills help you build trust and effectively resolve client inquiries. These abilities are vital for ensuring regulatory compliance, delivering excellent client experiences, and maintaining customer satisfaction in a competitive financial services environment.

Is CSR an entry level job?

A Customer Service Representative (CSR) in the annuity industry is often considered an entry-level position, suitable for individuals with strong communication skills and basic financial knowledge. Many companies provide on-the-job training, and some roles may require a high school diploma or equivalent, with opportunities for advancement with experience and additional certifications.
More about Annuity Customer Service Representative jobs
What cities are hiring for Annuity Customer Service Representative jobs? Cities with the most Annuity Customer Service Representative job openings:
What job categories do people searching Annuity Customer Service Representative jobs look for? The top searched job categories for Annuity Customer Service Representative jobs are:
Annuity Customer Service Representative jobs near you
Infographic showing various Annuity Customer Service Representative job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Remote Customer Service Representative

Remote Customer Service Representative

Annuity Health

Columbia, SC • Remote

$16 - $23/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Annuity Health rating

6.4

Company rating: 6.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

292nd of 426 rated business services

Job description

Description

The Remote Customer Service Representative is responsible for phone contact with patients to collect payment for medical billson behalf of our clients. This involves working in a fast-paced call center environment to establish contact with customers to negotiate payment and/or set up payment arrangements to collect account receivables.


To perform successfully in a virtual environment, the remote Customer Service Representative must be comfortable

with technology and can easily understand and learn the technical requirements of the position.


Duties/Responsibilities

  • Provide exceptional patient service in the name of the client
  • Contact patients via telephone to collect payment on medical bills
  • Communicates accurate information to patients in a clear, concise and professional manner
  • Review patient accounts and documents patients' interaction and feedback
  • Negotiates appropriate and reasonable payments with customers
  • Sets up patient payments via check, electronic transfer or credit card
  • Responsible for understanding and complying with all policies and procedures
  • Meets or exceeds established goals
  • Works closely with team leads, management and client to resolve disputes and ensure patient satisfaction
  • All other duties as assigned by management


Required Skills/Knowledge

  • Customer/Client Focus
  • Communication Proficiency
  • Confidentiality/Integrity
  • Teamwork Orientation
  • Basic computer skills necessary


Education/Experience

  • Customer service experience preferred
  • Prior medical billing or healthcare revenue cycle experience strongly preferred
  • High school diploma or General Education Development (GED) Certificate required
  • One to two years of college preferred

Benefits

Annuity Health offers its employees excellent benefits including: Health, Dental, Vision, HSA and FSA Accounts, Voluntary Insurance, Paid Holidays, PTO, and 401(k).

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