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Annuity Customer Service Jobs (NOW HIRING)

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 ...

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.

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 ...

Annuity Associate

Philadelphia, PA ยท 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

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

Annuity Associate

Philadelphia, PA ยท 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

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Annuity Customer Service information

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How much do annuity customer service jobs pay per hour?

As of Jun 17, 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
What are the most commonly searched types of Annuity Customer Service jobs? The most popular types of Annuity Customer Service jobs are:
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.
Manager, Customer Service

Manager, Customer Service

Navy Mutual Aid Association

Arlington, VA โ€ข On-site

$110K - $120K/yr

Full-time

Posted 3 days ago


Job description

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 delivering exceptional, compliant, and consistent service while driving operational excellence, team performance, and continuous improvement.
If you are a data-driven leader with deep call center expertise, a passion for coaching high-performing teams, and experience in regulated financial services environments, this is your opportunity to make a meaningful impact.
What You'll Do
Lead & Optimize Customer Service Operations
  • Oversee day-to-day operations of the Customer Service function, ensuring delivery of high-quality, compliant, and consistent Member experiences
  • Establish and maintain service standards, internal controls, and operational protocols
  • Monitor and analyze call volume, productivity, compliance metrics, and trends to optimize staffing and performance

Drive Member Experience & Quality
  • Own the Quality Assurance program (call monitoring, calibration, coaching, and trend reporting)
  • Manage escalations and complaints in alignment with established SOPs
  • Ensure all communications meet regulatory, accuracy, and documentation standards

Develop & Lead a High-Performing Team
  • Provide daily coaching, mentoring, and performance management to Customer Service staff
  • Lead training initiatives across areas including compliance, de-escalation, systems usage, and product knowledge
  • Conduct performance reviews, manage workloads, and drive accountability for KPIs, KRIs, and SLAs

Enhance Processes & Systems
  • Identify and implement process improvements, automation, and self-service capabilities
  • Partner cross-functionally to address system enhancements and operational gaps
  • Support and troubleshoot customer-facing technologies (IVR, chat, portal, PAS, CRM systems)

Drive Operational Excellence & Compliance
  • Ensure adherence to industry regulations, internal policies, and audit standards
  • Maintain deep knowledge of products, systems, and servicing processes
  • Lead or support change initiatives, process redesign, and knowledge management efforts

What You Bring
Experience & Expertise
  • Bachelor's degree in Business or related field and 3+ years in life insurance/financial services, or 7+ years equivalent experience
  • 3+ years managing a Customer Service call center, including KPIs, QA programs, and operational strategy
  • 3+ years leading teams with demonstrated success in coaching, performance management, and workforce planning
  • Strong knowledge of life insurance/annuity products, regulations, and servicing operations

Technical & Analytical Skills
  • Experience with CRM systems (e.g., Salesforce) and policy administration platforms
  • Proven ability to analyze data, identify trends, and present actionable insights
  • Strong process orientation with experience in continuous improvement and operational enhancements

Leadership & Communication
  • Exceptional leadership, interpersonal, and communication skills
  • Ability to manage multiple priorities with precision and attention to detail
  • Demonstrated ability to drive accountability, engagement, and a culture of compliance

Preferred
  • Insurance designations (FLMI, ACS, PCS, CLU)
  • Experience with budget management and vendor coordination