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Annuity Customer Service Representative Jobs (NOW HIRING)

Job Summary Primary point of contact for servicing our life and or annuity business. Responsible ... Charged with providing a first-class customer experience, which meets regulatory guidelines and ...

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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:
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.

Customer Support Representative - Insurance Annuities

VIRTUAL CLARITY LIMITED

New Orleans, LA โ€ข On-site

$15.25 - $21/hr

Full-time

Posted 17 days ago


Job description

Job Description:

DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues atDXC.com.

At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing, insurance, analytics and engineering, applications, security, cloud, IT outsourcing, and modern workplace.

Our DXC Insurance Services help our customers optimize and transform operations, lower costs, increase agile new channels to growth. Our people, technology and best practices improve and automate highly complex business processes middle and back offices- while facilitating customer experience transformation.

We are actively hiring Sr. Customer Service Representatives for the Annuities team at DXC! As a Sr. CSR, you will handle customer service inquiries via the telephone and/or email and resolves problems. Use computerized systems for tracking, information gathering, and/or troubleshooting. Maintain quality service by following policies and procedures and reporting needed changes. And, contribute to team effort by accomplishing related results as needed. The successful candidate will leverage effective listening skills, an attention to detail, strong intellectual curiosity and an honest desire to make a difference to ensure each customer experience is exceptional. With an understanding of the customers' needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.


Responsibilities

  • Respond to customers, agents and broker/dealer's requests via telephone or email, providing high quality service to BHF Annuity customers who have insurance or other financial service products or benefit plans.

  • Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays.

  • Educate Financial Service Representatives on market requirements, processes, contract provisions and annuity products.

  • Efficiently process transactions and track responses to ensure completion.

  • Enhance and strengthen the relationship between the customer and BHF using strong communication skills, keen listening skills and empathy.

  • Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry.

  • Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills.


Required Qualifications

  • High School diploma

  • 1-2 years customer service experience

  • Must obtain FINRA (formerly NASD) Series 6 license within 90 days of hire (depending on the training plan)

  • Outstanding customer service skills and dedication to providing exceptional customer care

  • Exceptional listening and analytical skills

  • Solid time management skills

  • Ability to multitask and successfully operate in a fast paced, team environment

  • Must adapt well to change and successfully set and adjust priorities as needed.

Preferred Qualifications

  • Some college experience or a trade or professional certification.

  • Insurance or Financial Services industry experience or Product specific experience.

  • Prior Call Center experience is highly preferred.

  • A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.

  • A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.

  • Strong computer/keyboard skills as well as solid math, analytical and problem-solving skills.

Working environment:

  • Work a shift during the hours of operation of 7:30 AM to 5:30 PM Monday - Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs.

At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We're committed to fostering an inclusive environment where everyone can thrive.

If you are an applicant from the United States, Guam, or Puerto Rico

DXC Technology Company (DXC) is anEqual Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below .

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