Retirement Customer Support Specialist

Protective Life

Retirement Customer Support Specialist communicating with customers and financial professionals via phone and email. Delivering high-quality customer support in a fast-paced, team-oriented environment.

Posted 7/15/2026full-timeCincinnati • Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $48,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on providing high-quality experiences, effective communication, and proficiency in navigating financial products and software tools. Possesses knowledge of the financial services industry, particularly in annuities and related products.

Highest-signal resume keywords

Customer Service ExperienceFinancial Services KnowledgeProficiency in Office 365Annuity Industry KnowledgeClient-Focused Mindset

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Professional AttitudeEffective CommunicationProblem Solving

Tools & Technologies

Windows EnvironmentMicrosoft Teams

Industry Keywords

Life InsuranceAnnuitiesBankingGroup Retirement

About the role

Key responsibilities & impact

communicate with financial professionals and customers through phone and email
provide a high-quality customer experience by projecting a professional and positive attitude
utilize software tools to navigate contract information, research and review products, and communicate effective solutions
accurately document and resolve requests for account information and updates
educate customers about more efficient ways to resolve future requests
accurately take and process allocation change instructions within variable products
consistently meet or exceed individual and team metric goals

Requirements

What you’ll need

Prior customer service or Contact Center experience preferred
High school diploma/equivalent required
An associate or bachelor’s degree preferred
Financial Services experience (including Life Insurance, Annuities, Banking, Group Retirement, etc.) preferred
Annuity industry knowledge and experience a plus
Proficiency in a Windows based environment (Office 365 & Microsoft Teams) required
Strong client focused and managed-money mindset required
Must be flexible between 7:30a-5p CST Monday – Friday
This position requires that you attend the training as scheduled
Training schedule for this position will be from 8:00a-4:30p CST
This is position will start Hybrid after Training (in office 3 days a week and Work from Home 2 days) but can lead to Work from Home Full-Time

Benefits

Comp & perks

comprehensive health, dental and vision insurance
mental health benefits
employee assistance program
paid time off
paid parental leave
short-term disability
cultural observance day
contributions to healthcare accounts
pension plan
401(k) plan with Company matching
ProHealth Rewards