What are the responsibilities and job description for the R&IS Department Customer Advocate position at Axelon Services Corporation?
Pay Rate: $20 per hour
- Work Mode: Onsite Training
- Location: Warwick, RI
- Class Start Date - November 23, 2026
- Support customers calling with questions related to defined benefit annuities or pensions.
- Provide clear explanations of policy details, payments, and account status.
- Complete account maintenance requests such as direct deposit and address changes, beneficiary and death notifications.
- Aid throughout the claims process.
- Explain complex financial information in a way that customers can easily understand.
- Maintain a high degree of accuracy and attention to detail.
- Multitask across multiple systems during live customer interactions.
- Use AI enhancements to complete job tasks.
- Handle sensitive financial information with professionalism and confidentiality.
- Demonstrate strong reliability through consistent attendance and adherence to schedules.
- High school diploma or equivalent (Associate’s or bachelor’s preferred).
- Minimum 2 years of customer service or call center experience (financial services strongly preferred).
- Minimum 1 year of experience with Windows-based operating systems (Microsoft Office Suite, etc.).
- Training will be conducted on-site at our Warwick, RI office.
- Consists of a five-week instructor-led training program followed by a two-week nesting period.
- Reliable attendance throughout the training period is mandatory.
- After successful completion of quality certification/assessment, the position will be trainees who will start work from their home office.
- An agent must work in Warwick office at least one day per month.
- Agents experiencing system issues at home office will be required to travel to Warwick office until system issues/outage is corrected.
- Ability to clearly explain complex financial information.
- Comfortable multitasking across multiple systems during live customer interactions.
- Ability to use AI enhancements to complete job tasks.
- Handle sensitive financial information with professionalism and confidentiality.
- Demonstrate strong reliability through consistent attendance and adherence to schedules.
- Candidates must be available to work within our hours of operation, Monday through Friday, between 8:00 a.m. and 9:00 p.m.
- Schedules may vary and are subject to change based on business needs; therefore, flexibility in shift assignments is required.
- Schedules after training are determined using a ranking system based on performance in training. Trainees will bid on offered schedules.
- Schedules are created and offered to meet our customers’ needs.
Salary : $20