Customer Service Representative (Annuities)

Location: Tulsa, Oklahoma, United States; in-person collaboration is prioritized.

Company

hirify.global delivers enterprise technology services, including IT modernization, data architecture optimization, security, and cloud solutions.

What you will do

• Respond to customers, agents, and broker-dealers by telephone and email regarding Brighthouse annuity products and benefit plans.
• Research policy status, provisions, errors, application and contract discrepancies, and processing delays.
• Process transactions efficiently and track responses through completion.
• Educate Financial Service Representatives on market requirements, processes, contract provisions, annuity products, and the client website.
• Navigate multiple electronic systems to provide complete responses and maintain accurate service records.
• Build strong customer relationships through clear communication, active listening, empathy, and professional service.

Requirements

• High school diploma.
• 1–2 years of customer service experience.
• Availability to work a shift between 7:30 AM and 5:30 PM, Monday through Friday, with flexibility for overtime and schedule changes.
• Obtain the FINRA Series 6 license within 90 days of hire.
• Strong customer service, listening, analytical, time management, multitasking, communication, and problem-solving skills.
• Ability to adapt to change, adjust priorities, and work effectively in a fast-paced team environment.

Nice to have

• College experience or a trade or professional certification.
• Insurance, financial services, or product-specific experience.
• Prior call center experience.
• Strong computer and keyboard skills, along with solid mathematical abilities.

Culture & Benefits

• Inclusive and diverse work environment supported by strong leadership.
• Collaborative structure focused on skills development, experience, and career growth.
• Work model prioritizing in-person collaboration while offering flexibility for wellbeing, productivity, individual work styles, and life circumstances.
• Equal opportunity and affirmative action employment practices.
• Participation in E-Verify.