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Financial Services Professional (Columbus)
Financial Services Professional (Columbus)Tailored Management • Columbus, OH, US
Financial Services Professional (Columbus)

Financial Services Professional (Columbus)

Tailored Management • Columbus, OH, US
17 hours ago
Job type
  • Part-time
Job description

About the Role :

They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!

Role : Solutions Center Representative - Life Insurance

Pay Rate : $19 per hour, paid weekly

Assignment : Hybrid (Monday / Thursday-Friday - Remote, Tues-Wednesday

Schedule : Monday Friday, Flexible hours b / w 8 : 00a-8 : 00p EST, 38.75 hours / week

Target Start Date : 01 / 05 / 2025, upon completion of new hire onboarding

Training is a total of 5 weeks, hybrid (2 days in office (Tuesday / Wednesday) and 3 from home). Training weeks 1-1-4 is Monday-Friday 10 : 00-6 : 30. The fifth week requires flexibility in hours, Monday - Friday 8 : 00-8 : 00 EST. No time-off allowed from 12 / 1-1 / 8

Position Summary :

As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product / plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities :

  • Handle inbound calls from members, partners and financial professionals
  • Interpret policy changes and provide expert guidance
  • Maintain records and use insights to enhance customer relationships
  • Ensure compliance with industry regulations and company policies
  • Educate customers on financial implications, penalties, and plan benefits
  • Strive for first-call resolution and collaborate with internal teams on escalated cases when needed
  • Participate in career development and goal-setting sessions

Qualifications :

  • Education : Recent degree in finance, business, insurance, economics, or communications preferred
  • Experience : 1+ year in customer service or sales
  • Skills :
  • Knowledge of various insurance products and the sales process
  • Solid understanding of legal implications of certain product features in different states
  • Strong communication and problem-solving abilities
  • Computer proficiency
  • Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.

    Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.

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    Service Professional • Columbus, OH, US

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