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Annuity Customer Service Jobs (NOW HIRING)

Charles Schwab Insurance Services (CSIS) supports the insurance and annuity needs of millions of individual investors and thousands of Registered Investment Advisors. CSIS is responsible for annuity ...

Annuity Operations Support Representative Contract-to-Hire | Remote Position Overview We are ... This position is focused on operational support and customer service, not sales or investment ...

Annuity Operations Support Representative Contract-to-Hire | Remote Position Overview We are ... This position is focused on operational support and customer service, not sales or investment ...

About the role As a founding Member of the Annuity Sales team, your role is to confidently guide ... Passionate about delivering exceptional customer service #LI-Remote #LI-SG2 The US national base ...

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Annuity Customer Service information

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$18

$26

How much do annuity customer service jobs pay per hour?

As of Aug 20, 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 is an annuity customer service?

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.

What are the typical daily responsibilities of an annuity customer service representative?

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 are the key skills and qualifications needed to thrive in annuity customer service?

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.

Is selling annuities a good job?

Annuity customer service roles involve assisting clients with their annuity products, requiring strong communication and financial knowledge. The job can offer a stable income, commission opportunities, and the potential for career advancement, but success depends on sales skills and industry experience.

What does an annuity customer service do?

An annuity customer service representative assists clients with questions and issues related to their annuity products, such as account management, claims, and policy details. They provide support through phone, email, or chat, and often use customer relationship management (CRM) tools to track interactions and resolve concerns efficiently.
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 August 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 Service Representative - Financial Services

TEKsystems

Tempe, AZ

$24.13/hr

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

We are seeking a customer-focused and detail-oriented Customer Service Representative to support financial services clients and deliver an exceptional service experience. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering outstanding client service.

Key Responsibilities:

  • Handle inbound calls from Financial Advisors, their assistants, and internal service partners while delivering world-class customer service.
  • Support annuity application processing and resolve issues related to annuity purchases, transfers, and corrections.
  • Provide accurate and timely information regarding annuity products, policies, procedures, and system functionality.
  • Process annuity transactions through the organization's annuity order entry platform.
  • Research and resolve inquiries while ensuring a positive customer experience.
  • Escalate complex issues as appropriate and collaborate with internal teams to ensure timely resolution.
  • Maintain detailed documentation of client interactions, inquiries, and resolutions in accordance with company policies and regulatory requirements.
  • Develop and maintain a strong understanding of annuity products and be able to explain key features, benefits, and differences among available offerings.
  • Follow established schedules and adhere to customer service center operating hours.
  • Partner with internal stakeholders to address escalations and adapt to operational, procedural, and compliance-related changes.
  • Contribute to continuous improvement efforts that enhance service quality and operational efficiency.

Qualifications:

  • 2+ years of customer service experience for a financial services company.
  • Strong verbal and written communication skills.
  • Excellent problem-solving and analytical abilities.
  • Strong attention to detail and organizational skills.
  • Ability to work effectively in a fast-paced, deadline-driven environment.
  • Proven ability to collaborate and work well within a team.

Job Type & Location

This is a Contract to Hire position based out of Tempe, AZ.

Pay and Benefits

The pay range for this position is $24.13 - $24.13/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Tempe,AZ.

Application Deadline

This position is anticipated to close on Aug 18, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.


TEKsystems logo

About TEKsystems

Sourced by ZipRecruiter

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

Industry

It services

Company size

1,001 - 5,000 Employees

Headquarters location

Hanover, MD, US