Call Center Representative - Life Insurance & Annuities
Job Description
About the Role
Call Center Representatives
Annuities team
Key Responsibilities
- Respond to inquiries from customers, agents, and broker/dealer representatives via telephone and email, providing professional and timely support.
- Research and resolve questions related to
fixed and variable annuities
, including policy provisions, application and contract discrepancies, processing delays, and status inquiries.
- Educate Financial Services Representatives on annuity products, processes, market requirements, and contract provisions.
- Process transactions accurately and efficiently while tracking requests through completion.
- Build strong customer relationships through effective communication, active listening, empathy, and a solutions-oriented approach.
- Navigate multiple systems and applications to research information and provide complete, accurate responses.
- Follow established policies, procedures, and quality standards while maintaining a high level of professionalism.
- Identify opportunities to improve the customer experience and contribute to team and business objectives.
- Adapt to changing priorities, processes, and business needs while maintaining service quality and productivity.
Required Qualifications
- High school diploma or equivalent.
•
1–2 years of customer service experience.
- Ability to obtain a
FINRA Series 6 license within 90 days of hire
, based on the applicable training plan.
- Strong customer service skills and a demonstrated commitment to delivering an exceptional customer experience.
- Excellent verbal and written communication skills.
- Strong listening, analytical, and problem-solving abilities.
- Effective time management and organizational skills.
- Ability to multitask and work effectively in a fast-paced, team-oriented environment.
- Ability to adapt to change and adjust priorities based on business needs.
- Strong computer and keyboarding skills.
Preferred Qualifications
- College coursework, professional certification, or relevant technical/trade training.
- Experience in
insurance, annuities, financial services, or a related industry
.
- Previous
call center or contact center experience
.
- Familiarity with insurance or financial services products and related administrative processes.
- Ability to quickly learn and develop knowledge of products, processes, and functions across areas such as administration, claims, underwriting, and marketing.
- Strong mathematical, analytical, and problem-solving skills.
- Demonstrated ability to take ownership of customer inquiries and follow through to resolution.
What Success Looks Like
Successful Senior Customer Service Representatives will:
- Deliver accurate, timely, and empathetic solutions to customer and agent inquiries.
- Build trust through clear communication and consistent follow-through.
- Develop strong knowledge of annuity products, policies, and processes.
- Balance quality, productivity, and customer experience in a high-volume environment.
- Continuously learn and adapt as products, processes, and customer needs evolve.
Work Schedule
- Monday–Friday, during business hours between
7:30 AM and 5:30 PM
.
- Flexibility is required regarding work shifts and overtime based on business needs.
At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We’re committed to fostering an inclusive environment where everyone can thrive.
If you are an applicant from the United States, Guam, or Puerto Rico
Disability Accommodations
Not included in the source posting: benefits.
Who can apply
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