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Annuity Customer Service Jobs (NOW HIRING)

Nassau Re

Customer Service Representative

Hartford, CT

$23 - $25/hr

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 ...

Nassau

Customer Service Representative

East Greenbush, NY · On-site

$23 - $25/hr

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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How much do annuity customer service jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for annuity customer service 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?

Annuity customer service roles typically do not pay $4,000 a week without specialized experience or advanced skills. High-paying jobs that can reach this level without a degree are rare and often involve sales, entrepreneurship, or skilled trades such as real estate, certain sales positions, or technical roles with certifications. Most roles offering this income level require significant experience, performance-based incentives, or entrepreneurial effort.

What is an annuity customer?

An annuity customer is an individual who purchases or holds an annuity product, which is a financial contract with an insurance company that provides income payments, often for retirement. Annuity customer service representatives assist these clients with account management, policy details, and claims processing, requiring knowledge of financial products and customer support skills.

What is an annuity job description?

An annuity customer service job involves assisting clients with their annuity accounts, answering questions about policy features, processing transactions, and resolving issues. The role requires strong communication skills, knowledge of financial products, and familiarity with customer management tools. It often involves working in a financial services environment and may require relevant certifications or training.

What are the key skills and qualifications needed to thrive in the Annuity Customer Service position, and why are they important?

To excel as an Annuity Customer Service professional, you need strong knowledge of annuity products, customer support experience, and typically a high school diploma or higher. Familiarity with CRM software, call center platforms, and sometimes FINRA or state insurance licenses may be preferred or required. Excellent communication, patience, and problem-solving abilities are vital for handling sensitive financial inquiries and building trust with clients. These skills ensure accurate assistance, regulatory compliance, and positive customer experiences in the financial services industry.

What are the typical daily responsibilities of someone working in Annuity Customer Service?

Annuity Customer Service representatives spend much of their day assisting clients with questions about their annuity contracts, explaining account features, and processing policy changes or withdrawals. They often interact with customers via phone, email, or online chat and may also collaborate with sales agents or compliance departments to resolve complex issues. Staying up to date on product changes and regulatory requirements is a regular part of the job. This role is ideal for individuals who enjoy problem-solving and providing excellent service in a fast-paced financial services environment.

What is the highest paying customer service job?

In customer service roles, senior positions such as customer service managers, account managers, or specialized roles like technical support managers tend to have the highest salaries. These roles often require extensive experience, leadership skills, and sometimes industry-specific certifications, and they can offer salaries exceeding $70,000 annually depending on the industry and location.

What is an Annuity Customer Service job?

An Annuity Customer Service job involves assisting customers with inquiries about their annuity policies, including payments, withdrawals, contract details, and beneficiary information. Representatives help resolve issues, provide policy updates, and ensure a smooth customer experience. They may also guide customers through policy changes or claims processes while maintaining compliance with financial regulations. Strong communication and problem-solving skills are essential in this role.

More about Annuity Customer Service jobs
What are the most commonly searched types of Annuity Customer Service jobs? The most popular types of Annuity Customer Service jobs are:
What job categories do people searching Annuity Customer Service jobs look for? The top searched job categories for Annuity Customer Service jobs are:
Annuity Customer Service jobs near you
Infographic showing various Annuity Customer Service job openings in the United States as of July 2026, with employment types broken down into 21% Locum Tenens, 68% Full Time, 7% Part Time, and 4% Summer. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Life, Annuity, and Service Specialist - Entry Level

Life, Annuity, and Service Specialist - Entry Level

USAA

Phoenix, AZ • On-site

$43K - $59K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

USAA rating

8.3

Company rating: 8.3 out of 10

Based on 260 frontline employees who took The Breakroom Quiz

40th of 149 rated banks

Job description

Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.
The Opportunity
As a dedicated Life, Annuity, and Health Service Specialist, you will support company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life, annuity, and health product or service requests and acquisition.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule. This position will be based in the Phoenix, AZ campus.
Relocation assistance is not available for this position.
What you'll do:
  • Acquires and applies foundational knowledge of complex life insurance, health insurance, and annuity products to assist with member requests and policy changes across channels while delivering on our service excellence commitments.
  • Asks questions to understand member's service request, discover key information and life events to understand the member need, and documents relevant information.
  • Utilizes the tools and resources available to process transactions accurately and compliantly to create exceptional member service experiences while minimizing transfers, escalations, and call backs with assistance as needed.
  • Recognizes member cues and opportunities to meet the member's needs through additional products or services and motivates member to act on recommendation(s). Overcomes objections using basic sales techniques and developing persuasion skills.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • Up to 1 year of relevant customer service or sales experience.
  • Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system.
  • Strong interpersonal and communication skills.
  • Successful completion of a job-related assessment may be required.
  • Experience acquiring and applying new concepts and information.

What sets you apart:
  • At least 6 months of Life Insurance and/or Annuity Service experience
  • Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university.
  • Current Group 1 Life/Health License
  • 2+ years of customer contact experience in a call center environment where multi-tasking is required.
  • Experience cross selling or up-selling products
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $43,680.00 - $59,980.00
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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