Location
Charlotte
Job Type
Full-time
Posted
June 20, 2026
Job Description
Description
Our Service Center is currently seeking talented individuals to join our team. The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding Group Retirement products as well as variable life insurance products impacted by the financial markets. CSRs will be expected to learn and execute multiple processes/procedures and services, with collaboration from Floor Support when assistance is needed. Qualified individual must have the ability to multi-task and be able to navigate multiple administrative systems, including but not limited to; Windows XP, Access Database programs, product specific legacy/updating systems, internet/intranet, image and workflow system, etc., and perform basic calculations using on-line tools. Once proficient with training, will look to cross train to either Life or Individual Retirement based products based on business needs.
The CSR will be responsible for answering an ave...
Our Service Center is currently seeking talented individuals to join our team. The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding Group Retirement products as well as variable life insurance products impacted by the financial markets. CSRs will be expected to learn and execute multiple processes/procedures and services, with collaboration from Floor Support when assistance is needed. Qualified individual must have the ability to multi-task and be able to navigate multiple administrative systems, including but not limited to; Windows XP, Access Database programs, product specific legacy/updating systems, internet/intranet, image and workflow system, etc., and perform basic calculations using on-line tools. Once proficient with training, will look to cross train to either Life or Individual Retirement based products based on business needs.
The CSR will be responsible for answering an ave...