Financial Services Representative

Date Posted : 04 / 18 / 2024

Hiring Organization : Rose International

Position Number : 462562

Job Title : Financial Services Representative

Job Location : Columbus, OH, USA, 43215

Work Model : Onsite

Shift : 11 : 00AM to 8 : 00PM EST Monday thru Thursday and Friday from 9 : 00AM to 6 : 00PM EST. No weekends.

Employment Type : Temp to Hire

Estimated Duration (In months) : 20

Min Hourly Rate ($) : 18.00

Max Hourly Rate ($) : 19.00

Must Have Skills / Attributes : Call Center, Customer Service, Finance

Job Description

Only those lawfully authorized to work in the designated country associated with the position will be considered.

Please note that all Position start dates, and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.

We are looking for (5) Financial Services Representatives for the Life New Business phone team, you'll provide timely, efficient service for an assigned product and / or service center internal and external customer.

You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Position : 28976

Location :

Grandview Heights OH 43212 These are in office openings in our Grandview Yard office. Flexible work options (hybrid WFH) can be discussed after 2 months based on performance.

Hours of Operation :

Must be available to work between the hours of 11 : 00AM to 8 : 00PM EST Monday thru Thursday and Friday from 9 : 00AM to 6 : 00PM EST. No weekends.

Training hours :

Training will be Monday thru Friday from 9 am to 4 : 30 pm for 4 weeks, starting Monday, June 3, 2024. (Mandatory training from 06 / 03 / 2024 to 06 / 28 / 2023)

Required Education :

• High school diploma or equivalent
• Undergraduate studies desirable
• Participation in technical coursework such as LOMA, CLU, ChFC desirable

Required Qualifications :

• Must have strong customer service skills in the financial industry and the ability to build relationships with agents.
• Due to the fiduciary accountabilities within this job, a valid credit check and / or background check will be required as part of the selection process.

No debt over $10K in collections.

Key Responsibilities :

• Processes business requests according to government regulations, contract provisions and internal procedures and controls.
• Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Maintains current knowledge of contract and product provisions, administration of client products, processing systems and related federal and state regulations.
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents / brokers and other operating units.

Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.

Benefits :

For information and details on employment benefits offered with this position, please visit here. Should you have any questions / concerns, please contact our HR Department via our secure website.

California Pay Equity :

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.