Axelon
Description: Max pay rate - 20 /hr
Location: Client States; Warwick, RI.
Virtual Role with In-Person Training.
New Hires must live within a commutable distance of our Warwick location and must be able to come in on an as-needed basis as determined by. Must be available for the full duration of in office training from, November 3, 2025 - January 6, 2026. Hours of training: 8:30am - 5pm EST Monday - Friday
Hours post training: Must be available 8:30 am - 6:30 pm Monday through Friday.
Will receive a consistent schedule within that time frame after training.
Key Responsibilities: • Provide "Best in Class" customer Service for Annuities Insurance products. • Complete financial transactions over the phone including withdrawals • Educate Financial Advisors and clients on market requirements, processes, contract provisions and digital solutions. • Answer and accurately document incoming calls from a variety of customers including Financial Advisors, contract owners and beneficiaries. • Research and respond to errors, contract discrepancies and processing delays. • Research special requests and act as a liaison between your customer and operational areas. • Use computerized systems efficiently to track, troubleshoot and gather information. • Adhere to a provided schedule for your workday. • Consistently meet or exceed key performance indicators
Essential Business Experience and Technical Skills:
Required: • High school diploma or equivalent required • 2+ years customer service experience required. • Job is performed primarily virtually with required in office days based on business needs. • Ability to work during the hours of operation of 8:30am-6:30pm EST Monday-Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs. • Strong computer navigation skills and efficient keyboard/typing skills. • Ability to multi-task while speaking to a customer. • Basic math, analytical and problem-solving skills.
Preferred: • Higher educational experience or professional certification • Insurance or Financial Services industry experience or Product specific experience • Prior Call Center experience • A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment. • 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. • Superb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of ***. • Willingness to adopt and adapt to evolving business needs and take on new opportunities to support ***. • Computer experience navigating in a multi-screen environment. • Critical thinking skills demonstrating an ability to apply job knowledge to different scenarios to make effective decisions.
Key Responsibilities: • Provide "Best in Class" customer Service for Annuities Insurance products. • Complete financial transactions over the phone including withdrawals • Educate Financial Advisors and clients on market requirements, processes, contract provisions and digital solutions. • Answer and accurately document incoming calls from a variety of customers including Financial Advisors, contract owners and beneficiaries. • Research and respond to errors, contract discrepancies and processing delays. • Research special requests and act as a liaison between your customer and operational areas. • Use computerized systems efficiently to track, troubleshoot and gather information. • Adhere to a provided schedule for your workday. • Consistently meet or exceed key performance indicators
Essential Business Experience and Technical Skills:
Required: • High school diploma or equivalent required • 2+ years customer service experience required. • Job is performed primarily virtually with required in office days based on business needs. • Ability to work during the hours of operation of 8:30am-6:30pm EST Monday-Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs. • Strong computer navigation skills and efficient keyboard/typing skills. • Ability to multi-task while speaking to a customer. • Basic math, analytical and problem-solving skills.
Preferred: • Higher educational experience or professional certification • Insurance or Financial Services industry experience or Product specific experience • Prior Call Center experience • A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment. • 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. • Superb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of ***. • Willingness to adopt and adapt to evolving business needs and take on new opportunities to support ***. • Computer experience navigating in a multi-screen environment. • Critical thinking skills demonstrating an ability to apply job knowledge to different scenarios to make effective decisions.