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Annuity Customer Service Representative Jobs (NOW HIRING)

Annuity Health, LLC

Remote Customer Service Representative

$16.50 - $22.25/hr

Remote Customer Service Representative The Remote Customer Service Representative is responsible ... One to two years of college preferred Benefits Annuity Health offers its employees excellent ...

Annuity Health, LLC

Remote Customer Service Representative

$16.50 - $22.25/hr

Remote Customer Service Representative The Remote Customer Service Representative is responsible ... One to two years of college preferred Benefits Annuity Health offers its employees excellent ...

NR Consulting

Customer Service Representative (Contractor)

$16.50 - $22.25/hr

Customer Service Representative Location: Remote (preferred in the Tri-State area) Duration: 6+ ... In-depth knowledge of life insurance and annuity products in particular, with emphasis on the ...

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

As of Jul 8, 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 jobs pay 4000 a week without a degree?

An Annuity Customer Service Representative typically does not earn $4,000 weekly without specialized experience or advanced skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or skilled trades such as real estate agents, certain sales managers, or specialized contractors. Success in these roles usually depends on performance, certifications, or licensing rather than formal education alone.

What is an annuity job description?

An Annuity Customer Service Representative assists clients with questions and issues related to annuity products, including explaining features, processing transactions, and maintaining account information. They typically use customer management software and require strong communication skills, attention to detail, and knowledge of financial products. The role often involves working in a call center or office environment and may require relevant certifications or training in financial services.

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 does an annuities sales associate do?

An annuities sales associate helps clients understand and select annuity products to meet their financial goals. They explain product features, assess client needs, and assist with the sales process, often using sales and customer relationship management tools. Strong communication skills and knowledge of financial regulations are important in this role.

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.

What is the highest paying customer service job?

Among customer service roles, senior positions such as customer service managers or specialized roles like technical support managers tend to have the highest salaries, often exceeding $70,000 annually. Jobs in industries like finance, technology, or healthcare typically offer higher pay for customer service professionals with advanced skills, certifications, or management responsibilities.
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Annuity Customer Service Representative jobs near you
Pet Ins & Annuity Customer Rep

Pet Ins & Annuity Customer Rep

Physicians Mutual Insurance Company, Inc.

Omaha, NE

$38K - $52K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 21 days ago

Job description

Overview

Physicians Mutual is seeking a Pet Insurance & Annuity Customer Representative to provide exceptional service and support to pet insurance customers, annuity contract owners, agents, brokers, financial institutions and other stakeholders. In this role, you will handle customer inquiries, process service requests, and serve as a trusted resource for product information, contract provisions, claims and account maintenance. You will play a key role in ensuring accurate, timely and customer-focused service while supporting both Pet Insurance and Annuity operations.

Responsibilities
  • Respond to inbound customer inquiries regarding pet insurance and annuity products, contract provisions, account values, claims and service requests.
  • Process and manage customer transactions, including withdrawals, surrenders, beneficiary updates, ownership changes and other account maintenance requests.
  • Review correspondence, determine appropriate actions and ensure service requests are completed accurately and efficiently.
  • Research and resolve customer issues, complaints and complex service inquiries while providing clear and professional communication.
  • Maintain accurate documentation of customer interactions and transactions within company systems.
  • Place outbound calls as needed to respond to customer inquiries or gather additional information.
  • Promote company products and services while delivering a positive customer experience.
  • Support departmental projects, reporting and other administrative responsibilities as assigned.
Qualifications
  • High school diploma or equivalent required.
  • 1+ years of customer service required.
  • Strong communication, problem-solving and organizational skills.
  • Ability to manage multiple priorities and work effectively across different lines of business.
  • Strong attention to detail and commitment to accuracy.
  • Proficiency in Microsoft Office applications, particularly Excel.
  • Ability to learn insurance products, contract provisions and company procedures.
  • Comfortable working independently and collaboratively in a team environment.
  • Experience with financial services, annuities, insurance products or claims processing is a plus.
About Us

Health. Life. Retirement. The Physicians Mutual family empowers people from all walks of life to enjoy the financial security they deserve. That's what Insurance for all of us is about.

The Physicians Mutual family includes Physicians Mutual Insurance Company, Physicians Life Insurance Company and Physicians Select Insurance Company. Physicians Mutual offers reliable dental and supplemental health insurance, and pet insurance. Physicians Life provides important life insurance, Medicare Supplement insurance and coverage for funeral pre-planning. Physicians Select Insurance Company additionally offers exclusive Medicare Supplement insurance.

Since our start in 1902, our dedication to delivering on our promise has helped make us one of the nation's leading health and life insurance providers. In fact, we are rated in the top 1% of insurance companies. We consistently maintain some of the highest financial strength ratings in the nation from independent insurance analysts, including A.M. Best Company and Weiss Ratings, ensuring we'll be there for our policyowners and our employees far into the future.

But the achievement we're most proud of? We have a 95% customer satisfaction rating - a true sign of a company dedicated to embodying its vision.

Employment Type: FULL_TIME

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