The work we do positively affects millions of people—and you can be a part of that impact.

We help safeguard our customers from lifes uncertainties. No matter your role within the company, you will contribute to providing protection and peace of mind when it matters most.

As a Customer Support Senior Specialist on our Annuity/Retirement support team, you will represent Protective to our retail retirement contract holders and financial advisors. This position combines customer service, problem-solving, and financial knowledge in a dynamic, collaborative setting. You will work closely with internal teams and use technology to address inquiries, educate clients, and support our managed-money strategy. It is a great opportunity for those starting or transitioning into a career in financial services.

This role requires 6–8 weeks of in-person training before moving to a hybrid work schedule.

Key Responsibilities:

– Customer Interaction: Deliver exceptional service via phone and email to financial professionals and clients.
– System Navigation: Use various software tools to research contract details and provide effective solutions.
– Documentation: Accurately record and resolve account updates and information requests.
– Customer Education: Guide customers on using digital tools and self-service options.
– Transaction Processing: Handle allocation changes for variable products.
– Performance Goals: Consistently achieve individual and team performance targets.

Required Skills and Knowledge:

– Decision-Making & Problem-Solving: Assess information from multiple sources, follow procedures, and manage financial and fraud risks.
– Communication: Strong verbal, written, and listening skills with emotional intelligence and adaptability.
– Learning Agility: Open to change and eager to learn new systems, products, and processes.
– Dependability: Consistent attendance and punctuality.
– Technical Proficiency: Comfortable with Windows-based systems, including Office 365 and Microsoft Teams.
– Client Focus: A strong commitment to client service and understanding of managed-money concepts.

Qualifications:

– High school diploma or equivalent required.
– Associate or Bachelor’s degree preferred.
– At least 2 years of experience in financial services (Life Insurance, Annuities, Banking, Group Retirement) is strongly preferred.
– Minimum of 1 year in customer service or a contact center environment required.
– Familiarity with the annuity industry is a plus.

Work Schedule & Training:

– Availability required Monday–Friday, 7:30 AM – 5:00 PM CST.
– Training hours: 8:00 AM – 4:30 PM CST.
– Hybrid schedule after training (3 days in-office, 2 days remote).

Salary Range:

$47,000 – $56,000 annually

Protective’s target salary range for this role is $47,000 to $56,000, with actual compensation based on factors such as location, skills, and experience. This is one part of Protective’s comprehensive compensation package.

Employee Benefits:

We prioritize the wellbeing of our employees and their families through a wide range of benefits. In addition to health, dental, and vision coverage, we offer mental health support and an employee assistance program. To promote work/life balance, we provide various paid leave options, including vacation, parental leave, short-term disability, and a cultural observance day. Financial wellbeing is also a focus, with benefits such as healthcare account contributions, a pension plan, and a 401(k) with company match. Employees are encouraged to participate in ProHealth Rewards, our wellness program that offers cash incentives for healthy habits.

Eligibility for certain benefits may vary by role, in accordance with company policies.

Accommodations for Applicants with Disabilities:

If you need an accommodation during the application or hiring process due to a disability, please email martina.winston@protective.com. All information will be kept confidential and used solely to arrange appropriate accommodations.

Please note: This email is for accommodation requests only. General employment inquiries should not be sent to this address.

We are proud to be an equal opportunity employer, committed to fostering an inclusive and diverse workforce.