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Annuity Customer Service Jobs (NOW HIRING)

navymutual

Manager, Customer Service

Arlington, VA · On-site

Navy Mutual is seeking a strategic and hands-on Manager of Customer Service to lead and elevate our Member experience across our life insurance and annuity business. This role is critical in ...

Reliance Matrix

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

Meet or exceed department service level agreements (SLAs) for application intake and processing ... customers to resolve missing or incomplete application information. File & Case Management

Reliance Standard

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

Meet or exceed department service level agreements (SLAs) for application intake and processing ... customers to resolve missing or incomplete application information. File & Case Management

NFP

Annuity Wholesaler

Eden Prairie, MN · On-site

Job Summary: An Annuity Wholesaler's primary responsibilities are: (1) to acquire new annuity ... Provide superior service, customer satisfaction and at all times serve as an ambassador of ECA.

Rsli

Annuity Associate

Philadelphia, PA

$20.79 - $25.98/hr

Meet or exceed department service level agreements (SLAs) for application intake and processing ... customers to resolve missing or incomplete application information. File & Case Management

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 ...

Advisors Excel

Annuity Operations Associate

Topeka, KS · On-site

Annuity Operations Associate Department: Annuity Operations Reporting to: Annuity Operations ... Customer service is at the forefront of this teams' mind - representing AE in the most positive way ...

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How much do annuity customer service jobs pay per hour?

As of Jun 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 2000 a day?

In the context of an Annuity Customer Service role, earning $2,000 a day is uncommon and typically associated with high-level executive positions, specialized consulting, or investment roles. Most customer service jobs, including those in finance or insurance, pay hourly or salary-based wages significantly below this amount. High earnings in finance-related roles often require extensive experience, certifications, or ownership of a business.

What is the highest paid customer service job?

In customer service roles, senior management positions such as Customer Service Directors or Vice Presidents tend to have the highest salaries, often exceeding six figures. These roles require extensive experience, leadership skills, and often involve overseeing large teams or strategic operations.

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.

How much does an annuity sales rep make?

An annuity sales representative's earnings typically include a base salary plus commissions, with total compensation ranging from $50,000 to over $100,000 annually depending on experience, sales performance, and geographic location. Successful reps with strong client networks can earn higher commissions and bonuses, especially in competitive markets.

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.

Is CSR a good entry level position?

Customer Service Representative (CSR) roles, including those in annuity customer service, are often considered good entry-level positions because they require minimal prior experience and focus on communication, problem-solving, and customer interaction skills. These roles can provide valuable industry knowledge and transferable skills for future career advancement. However, the job may involve repetitive tasks and high customer interaction, which should be considered when evaluating suitability.
More about Annuity Customer Service jobs
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Annuity Customer Service jobs near you
Infographic showing various Annuity Customer Service job openings in the United States as of June 2026, with employment types broken down into 9% Locum Tenens, 14% As Needed, 6% Full Time, 64% Contract, 6% Nights, and 1% Summer. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Customer Service Representative

Customer Service Representative

Nassau Financial Group

Albany, NY

$23 - $25/hr

Other

Posted 29 days ago

Job description

Customer Service Representative

Primary point of contact for servicing our life and or annuity business. Responsible for providing service for the entire policy life cycle. Responsible for continuous blocks of telephone coverage servicing clients and advisors. Responsible for resolving any inquiry presented by responding in a courteous, efficient and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy.

Responsible for servicing and/or processing financial and administrative transactions during the policy lifecycle including but not limited to payments, disbursements, in-force illustrations, and claims support.

Knowledge of, and adherence to the companies' policies and procedures; especially those relating to regulations and controls.

Serves as a single point of contact. Receives and resolves complex and/or sensitive customer service inquiries in an accurate and timely manner.

Responsible for researching, developing, organizing, and prioritizing solutions and options to balance both business and client needs.

Participates in and/or facilitates various department projects, which impact the customer experience.

Understands and supports corporate initiatives and distribution relationships as they impact the issuance and servicing of products.

Works in a team environment. Extensive training will be provided. Perform other duties as assigned.

High school diploma/GED required (associate degree in a business-related field preferred). Minimum of 2 years of customer service/call center experience in any industry. Annuity or insurance experience a plus.

Understands the advisor and policyholders' expectations and requests; responds in a proficient and proactive manner based upon their needs; acts as a source of information.

Ability to sign in and be ready to start work shift at designated time. Proactive in researching transactions that may not be evident to client thus preventing future inaccuracies.

Excellent verbal, written and interpersonal skills to interact with internal and external clients. Adheres to standards by establishing priorities and working on tasks in the proper order.

Effective problem-solving skills to research questions using appropriate reference material and peers. Effective analytical skills.

Nassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The base pay for this role is: $23-25/hr. based on experience.

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