Customer Service Representative

Customer Service Representative

Location : Cincinnati, OH

Employment Type : Full-time contract-to-hire

Join a leading financial group as a Customer Service Consultant in our Enterprise Engagement Center. You'll handle inbound service calls for existing clients regarding payments, annuities, life insurance, and beneficiaries, while delivering exceptional service and support.

Key Responsibilities :

• Resolve client inquiries via phone, email, or chat with professionalism and accuracy.
• Research policy data and process transactions using multiple administrative systems.
• Maintain documentation in Salesforce and ensure compliance with state regulations.
• Identify and mitigate risks (e.g., privacy concerns, anti-money laundering).
• Build positive relationships and identify cross-selling opportunities.
• Conduct follow-up calls and conservation efforts to retain business.

Must-Have Qualifications :

Nice-to-Have :