Customer Support Representative - Insurance Annuities

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

Company

hirify.global provides enterprise technology, software, managed infrastructure, application modernization, and industry-specific insurance solutions.

What you will do

• Respond to customers, agents, and broker/dealers by telephone and email regarding annuity and financial service products.
• Research policy status, fixed and variable annuity provisions, errors, contract discrepancies, and processing delays.
• Process transactions efficiently and track responses through completion.
• Educate Financial Service Representatives on market requirements, processes, contract provisions, and annuity products.
• Navigate multiple electronic systems to provide integrated responses while maintaining professional, empathetic service.

Requirements

• High school diploma.
• 1–2 years of customer service experience.
• Must obtain a FINRA Series 6 license within 90 days of hire, depending on the training plan.
• Must be legally authorized to work in the United States without requiring sponsorship now or in the future.
• Strong customer service, listening, analytical, time management, multitasking, and interpersonal skills.
• Ability to adapt to change and adjust priorities in a fast-paced team environment.

Nice to have

• Some college experience or a trade or professional certification.
• Insurance or financial services industry experience.
• Prior call center experience.
• Strong computer, keyboard, math, analytical, and problem-solving skills.

Culture & Benefits

• Full-time Monday–Friday schedule during operating hours of 7:30 AM–5:30 PM.
• Flexibility for overtime and shift changes based on business needs.
• In-person collaboration with flexibility supporting wellbeing, productivity, and individual work styles.
• Inclusive work environment focused on strong connections and community.
• Equal opportunity employment and disability accommodation support.