Call Center Representative - Life Insurance & Annuities

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

Company

hirify.global helps global companies and public sector organizations modernize mission-critical systems and operations, including insurance technology and business process services.

What you will do

• Respond to customer, agent, and broker/dealer representative inquiries by phone and email.
• Research and resolve questions about fixed and variable annuities, policy provisions, discrepancies, processing delays, and status inquiries.
• Educate Financial Services Representatives on annuity products, processes, market requirements, and contract provisions.
• Process transactions accurately, track requests through completion, and navigate multiple systems to provide complete responses.
• Build customer relationships through clear communication, active listening, empathy, and solutions-oriented support.
• Follow quality standards, adapt to changing priorities, and contribute to customer-experience improvements.

Requirements

• 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 verbal and written communication, listening, analytical, problem-solving, time-management, and organizational skills.
• Ability to multitask, adapt to changing priorities, and work effectively in a fast-paced, team-oriented environment.
• Strong computer and keyboarding skills.

Nice to have

• College coursework, professional certification, or relevant technical or trade training.
• Experience in insurance, annuities, financial services, or a related industry.
• Previous call center or contact center experience.
• Knowledge of insurance or financial services products and administrative processes.
• Strong mathematical skills and ownership of customer inquiries through resolution.

Culture & Benefits

• Full-time, Monday–Friday schedule during business hours between 7:30 AM and 5:30 PM.
• Flexibility to work different shifts and overtime based on business needs.
• Work model prioritizing in-person collaboration while supporting wellbeing, productivity, and individual work styles.
• Inclusive environment focused on strong connections and community.