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Annuity Customer Service Representative Jobs (NOW HIRING)

Works Plumbing of Pacifica, CA, is to fill part-time and full-time CSR / Customer Service Representative positions to handle client calls regarding their plumbing needs, discuss them with the ...

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The Customer Service Representative (CSR) plays a vital role in maintaining customer satisfaction by providing timely and effective support. Working within a small team of 1-5 members, the CSR ...

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Annuity Customer Service Representative information

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$26

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

As of Sep 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 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 an annuity customer service representative, 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 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.

Is selling annuities a good job?

Annuity customer service representatives typically assist clients with questions about annuity products, process transactions, and provide ongoing support. The role requires strong communication skills, knowledge of financial products, and often a license or certification. It can offer stable employment and commission opportunities, but success depends on sales ability and industry demand.
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What cities are hiring for Annuity Customer Service Representative jobs?

Cities with the most Annuity Customer Service Representative job openings:

What are popular job titles related to Annuity Customer Service Representative jobs?

For Annuity Customer Service Representative jobs, the most frequently searched job titles are:

Infographic showing various Annuity Customer Service Representative job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

CSR Customer Service Representative

Auburn, AL • On-site

Gas Express LLC
Retail • 51 - 200 employees

$13.50 - $18.25/hr

Other

Re-posted 3 days ago


Job description

Customer Service Representative

Customer Service Representative reports to the Store Manager. The CSR is responsible for assisting the Management Team in the overall operation, cleanliness, maintenance, inventory and cash control of the location.

Essential Sales Duties and Responsibilities

  • Provide excellent customer service skills in all interactions
  • Ensure all cash handling policies are followed explicitly
  • Restock all store items as directed by Store Manager or customer needs
  • Plus sell to every customer, regardless of what they purchase
  • Perform all duties related to serving our customers
  • Provide training assistance to new CSR's
  • Provide prompt, courteous customer service and resolve customer issues on shift
  • Submits to the Store Manager for approval, a grocery order for their assigned sections or categories
  • Front and face all product to create a visually attractive display for our customers
  • Review, complete and suggest changes to all build-to's
  • Provide feedback for the fast food service area of the store
  • Complete reports assigned by the Store Manager
  • Accept applications to be considered for employment
  • Follow company procedures when working with vendors including checking in order and verifying quantities
  • Adhere to all company policies and procedures
  • Prepare and finalize shift close-out reports
  • Inspect store facilities/equipment for safety, cleanliness and proper working order
  • Complete all price changes and promotional price changes
  • Document and report a safety incident or injury
  • Document and report a maintenance request
  • The CSR may be asked to participate in any other related task or activity which management determines his/her skills would be useful or needed

Requirements

Minimum Qualifications and Prerequisites

  • High School diploma or GED preferred
  • Outstanding customer service skills
  • Have reliable transportation and can arrive at the store on time
  • Has a positive attitude and promotes the company and is a team player
  • Must have basic computer skills
  • Must be well organized and manages time well
  • Possess good people interaction skills
  • Works as scheduled by the Store Manager. Schedule must be flexible to include being available to work all shifts and all days of the week. Work week may exceed 40 hours per week during hard to staff times