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Annuity Customer Service Jobs (NOW HIRING)

The Annuity Claims Manager is responsible for leading and managing the daily operations of the ... Serve as a liaison with legal, compliance, product, IT and customer service teams * Report on ...

Excellent customer service and communication skills required. Must be detail oriented and able to multi-task. * Prior experience with Finetre/AnnuityNet software would be beneficial. #LI-MW1 Annuity ...

Excellent customer service and communication skills required. Must be detail oriented and able to multi-task. * Prior experience with Finetre/AnnuityNet software would be beneficial. #LI-MW1 Annuity ...

Previous insurance industry experience that required knowledge of life insurance and annuity ... Ensuring customer satisfaction and strive to meet service standards. * A typical day will likely ...

Customer Service Representative

Des Moines, IA ยท On-site

$15.50 - $21.25/hr

Customer Service Senior Process Associate - Customer Service In the role of Senior Process ... annuity products. You will be working in a fast-paced call center environment and during your day ...

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Annuity Customer Service information

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How much do annuity customer service jobs pay per hour?

As of Jul 13, 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:
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.

Finra Sr. Associate, Customer Support

Futran Tech Solutions Pvt. Ltd.

Tulsa, OK โ€ข On-site, Remote

$16.50 - $22.75/hr

Full-time

Re-posted 10 days ago


Job description

Sr. Associate, Customer Support (Internal)
We are actively hiring Sr. CSR II's for the Annuities team at DXC! As a Sr. CSR II, you will handle customer service inquiries via the telephone and/or email and resolves problems. Use computerized systems for tracking, information gathering, and/or troubleshooting. Maintain quality service by following policies and procedures and reporting needed changes. And, contribute to team effort by accomplishing related results as needed. The successful candidate will leverage effective listening skills, an attention to detail, strong intellectual curiosity and an honest desire to make a difference to ensure each customer experience is exceptional. With an understanding of the customers' needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.
Responsibilities
โ€ข Respond to customers, agents and broker/dealer's requests via telephone or email, providing high quality service to BHF Annuity customers who have insurance or other financial service products or benefit plans.
โ€ข Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays.
โ€ข Educate Financial Service Representatives on market requirements, processes, contract provisions and annuity products.
โ€ข Efficiently process transactions and track responses to ensure completion.
โ€ข Enhance and strengthen the relationship between the customer and BHF using strong communication skills, keen listening skills and empathy.
โ€ข Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry.
โ€ข Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills.
Required Qualifications
โ€ข High School diploma
โ€ข 1-2 years of customer service experience
โ€ข An ability to work a shift during the hours of operation of 7:30 AM to 5:30 PM Monday - Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs.
โ€ข Must obtain FINRA (formerly NASD) Series 6 license within 90 days of hire
โ€ข Outstanding customer service skills and dedication to providing exceptional customer care
โ€ข Exceptional listening and analytical skills
โ€ข Solid time management skills
โ€ข Ability to multitask and successfully operate in a fast paced, team environment
โ€ข Must adapt well to change and successfully set and adjust priorities as needed
Preferred Qualifications
โ€ข Some college experience or a trade or professional certification.
โ€ข Insurance or Financial Services industry experience or Product specific experience.
โ€ข Prior Call Center experience is highly preferred.
โ€ข A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
โ€ข A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.
โ€ข Strong computer/keyboard skills as well as solid math, analytical and problem-solving skills.
About DXC Technologies
DXC Technologies is a phenomenal place where high achievers embrace change and thrive together. We are committed to helping our customers across the entire enterprise technology stack. We modernize IT, optimize data architectures, and make everything secure, scalable and orchestrated across public, private and hybrid clouds.
We combine years of experience running mission-critical systems with the latest digital innovations to deliver better business outcomes and new levels of performance, competitiveness and experiences for our customers.
We bring our passion in everything we do and are dedicated to our client interactions. We are an inclusive and diverse community, who are supported by strong leaders that are committed to giving each of us a voice while achieving our mission. Our collaborative and supportive structure will help you develop your skills, experience, and your career. Are you ready to explore how you can play a vital role on the team and help our team around the world?