Customer Service Analyst
- Remote, United States
- Entry-level
- Posted 2 weeks ago
or apply from Claude / ChatGPT / Muse
Answer calls and chats from clients and agents about annuity products, on a fixed weekday schedule with US Eastern hours.
About the role
Handling requests around contracts, tax forms and transactions, with training first and subject experts on hand afterwards. The team treats clients like family and there is room to grow.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Entry-level
- Skills
- Customer service, CRM systems, Annuities
- Posted
- 13 Oct 2026
- Last checked
- 29 Oct 2026
What you will do
- Take incoming calls and chat messages from clients and agents
- Explain contract terms, fees, interest and death benefit calculations
- Update account notes across databases and CRM systems
- Process financial and non-financial transactions by procedure
- Calm unhappy customers and research complex complaints
What they look for
- High school diploma or equivalent
- At least 2 years of customer service experience
- Clear verbal communication and close attention to detail
Nice to have
- Prior call center experience
Benefits
- Training provided, with subject experts available for follow up questions
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job axtv7c4oa4Questions about this job
Is this a remote job, and where can I work from?
Yes. The posting lists Customer Service Analyst as a remote role for candidates in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is an entry-level role. The posting asks for: high school diploma or equivalent; at least 2 years of customer service experience; clear verbal communication and close attention to detail. Skills it names include Customer service, CRM systems, Annuities.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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