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Customer Service Representative - Annuities

Stage

Des Moines · 1+ years experience · Hybrid · Posted Sep 28, 2026

At a glance

Experience
1+ years experience
Workplace
Hybrid
Location
Des Moines

About the role

  • This is a high-volume, fast-paced contact center role supporting customers, agents, and internal partners across a range of insurance products.
  • As a front-line representative, you will handle complex inquiries, resolve issues, and deliver consistently strong customer experiences.
  • The position is well-suited for someone who can think on their feet, communicate clearly, and thrive in a dynamic, multitasking environment.

Responsibilities

  • Manage a high volume of inbound calls while delivering professional, efficient, and empathetic customer experience
  • Respond to detailed inquiries regarding insurance products, policy features, and account activity
  • Investigate and resolve customer issues, discrepancies, and complaints in accordance with service and compliance standards
  • Translate complex information into clear, easy-to-understand explanations for customers and agents
  • Accurately document all interactions in internal systems to ensure complete and compliant records
  • Serve as a primary point of contact for assigned agents, accounts, or regions
  • Support operational and technical inquiries from clients and distribution partners
  • Identify recurring issues and proactively escalate or help drive solutions
  • Handle sensitive customer information with a high level of care and in compliance with privacy regulations
  • Participate in team meetings, training sessions, and continuous improvement initiatives

Requirements

  • High school diploma or GED
  • 1+ year of customer service experience
  • Strong computer skills with the ability to navigate multiple systems simultaneously
  • Clear and professional communication skills
  • Experience working in a structured, metrics-driven environment
  • Strong attention to detail and ability to follow regulated processes
  • Ability to remain composed and solution-oriented in challenging situations

Preferred qualifications

  • Call center or high-volume environment preferred
  • Insurance or financial services experience a plus

Benefits

  • $500 sign-on bonus paid at the completion of training
  • Hybrid work schedule
  • Full IT equipment provided
  • Free lunch and parking
  • Health coverage
  • 401(k) with company match and equity opportunities
  • Annual bonus eligibility
  • Paid time off, sick time, and company holidays
  • Tuition, adoption, and lifestyle reimbursement programs

Workplace

  • Training is Monday through Friday, in-office, from 7:30am to 4:00pm CST
  • After training, you will follow a hybrid schedule

Skills

  • Customer Service
  • Contact Center
  • Documentation

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Customer Service Representative - Annuities

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