Job Description

Job Title: Customer Support Representative – Insurance & Annuities

Location: Hartford, CT (Hybrid – 4 days onsite, 1 day remote)

Employment Type: Long-Term Contract to Hire

Position Overview

We are seeking a motivated Customer Support Representative with a background in insurance and annuities to join our client’s team. The ideal candidate will have 1–2 years of customer support experience , strong communication skills, and proficiency in Salesforce CRM . This role requires working closely with clients to resolve inquiries, provide policy and product support, and ensure an excellent customer experience.

Key Responsibilities

• Provide timely and professional customer support for insurance and annuity products.
• Handle inbound inquiries via phone, email, and CRM system, ensuring accurate issue resolution.
• Use Salesforce CRM to manage cases, track interactions, and update customer records.
• Collaborate with internal teams to escalate complex issues and ensure follow-up.
• Assist customers with policy information, transaction requests, and general product guidance.
• Maintain compliance with company policies and regulatory guidelines.

Required Qualifications

• 1–2 years of customer support experience (insurance and annuity background required).
• Proficiency in Salesforce CRM for case management and customer interaction tracking.
• Strong communication and problem-solving skills.
• Ability to work in a hybrid model (4 days onsite in Hartford, CT).
• Detail-oriented with strong organizational skills.

Preferred Skills

• Knowledge of insurance/annuity products and terminology.
• Experience in contract-to-hire or fast-paced support environments.

Contract Details

• Duration: Long-term contract with potential for hire.
• Location: Hartford, CT (Hybrid – 4 days onsite).

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