Talent.com
No longer accepting applications
(Non-IT) Customer Service - Financial Services Representative

(Non-IT) Customer Service - Financial Services Representative

Pyramid Consulting, IncColumbus, OH, United States
1 day ago
Job type
  • Temporary
Job description

Immediate need for a talented (Non-IT) Customer Service - Financial Services Representative. This is a 12+months contract opportunity with long-term potential and is located in Columbus, Ohio (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID : 25-89285

Pay Range : $18.50 - $19 / hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities :

  • Credit Check : 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.
  • Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
  • Receives and responds to incoming customer / broker / agent / government agency inquiries.
  • Communicates with customers, agency / brokerage force, service centers, internal / external sales support and other industry companies through oral and written communication.
  • Assist customers with financial transactions. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents / brokers and other Enterprise operating units.
  • Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations Resolves routine errors requiring corrective processing.
  • Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
  • Processes monetary transactions according to policy provisions within assigned limits.
  • Reviews, researches, and interprets records and reports to accurately make decisions.
  • Performs other duties as requested.

Key Requirements and Technology Experience :

  • Key Skills;Customer Service, technical proficiency I.e MS office and excel, problem Solving.
  • Three years work experience with two years product-related customer service work experience preferred.
  • Work experience with undergraduate studies preferred.
  • Knowledge : General office practices, customer service, and office equipment. Information systems and insurance / financial services industry practices (i.e. annuities, mutual funds) preferred.
  • Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving.
  • Ability to prioritize own work within standards.
  • Effective written and oral communication skills to interact with customers, team members, and management.
  • Decision making skills necessary for customer contacts.
  • Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
  • Proven ability to operate a CRT and PC.
  • High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
  • Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and / or 26 preferred, and may be required based on assigned product / line-of-business or distribution system.
  • Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

    Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here .

    Create a job alert for this search

    Customer Service Representative • Columbus, OH, United States

    Related jobs
    • Promoted
    Freelance Data Collector

    Freelance Data Collector

    Prime InsightsWashington Court House, OH, US
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 4 days ago
    • Promoted
    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    OCPANew Holland, Ohio, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Service Representative

    Customer Service Representative

    UASAColumbus, OH, US
    Full-time
    Customer Service Representative.Central Ohio Appliance Repair Inc.Customer Service Representative (CSR) A History of Excellence in Appliance Repair & Service in Columbus and the Central Ohio Area.C...Show moreLast updated: 30+ days ago
    • Promoted
    SDV Consultant - IT Toolchain Support

    SDV Consultant - IT Toolchain Support

    Fusion Life Sciences Technologies LLCRaymond, OH, US
    Full-time
    Job Title : SDV Consultant - IT Toolchain Support Location : Raymond, OH We are seeking a highly skilled and experienced Software Defined Vehicle (SDV) Consultant to support our IT team in developing...Show moreLast updated: 3 days ago
    • Promoted
    Client Executive - Financial Services Sales

    Client Executive - Financial Services Sales

    TransUnionColumbus, OH, US
    Full-time
    Client Exec Focus, Account Dev - Direct Sales.At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologie...Show moreLast updated: 1 day ago
    • Promoted
    Client Relationship Representative (Universal Banker)

    Client Relationship Representative (Universal Banker)

    Columbus StaffingColumbus, OH, US
    Full-time
    Customer Relationship Representative.First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer s...Show moreLast updated: 3 days ago
    • Promoted
    Client Support Specialist

    Client Support Specialist

    Insight GlobalCommercial Point, OH, US
    Full-time
    Location : Commercial Point, OH (On-site).Week Day 2nd shift : 1 : 30 PM - 10 : 00 PM.Week Day 3rd Shift : 10 PM - 6 : 30 AM. Weekend Day Shift : 5 AM - 5 PM (Fri - Sun).Weekend Night Shift : 5 PM - 5 AM (Fri ...Show moreLast updated: 2 days ago
    • Promoted
    Cash Applications Specialist

    Cash Applications Specialist

    Creative Financial StaffingDelaware, OH, US
    Full-time
    We are seeking a detail-oriented and motivated.In this role, you will be responsible for accurately applying incoming payments to customer accounts, ensuring timely and precise reconciliation of tr...Show moreLast updated: 30+ days ago
    • Promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataLondon, OH, US
    Full-time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Work From Home

    Work From Home

    Remote JobsCroton, OH
    Remote
    Full-time
    Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office. Benefits : Health Insurance, 401K, Vacation& PTO.Apply now! Work f...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    (Non-IT) Customer Service - Financial Services Representative

    (Non-IT) Customer Service - Financial Services Representative

    Pyramid Consulting, IncColumbus, OH, US
    Temporary
    Non-IT) Customer Service - Financial Services Representative.Please review the job description below and contact me ASAP if you are interested. Employee benefits include, but are not limited to, hea...Show moreLast updated: 21 hours ago
    • Promoted
    Customer Service Representative

    Customer Service Representative

    CFSDublin, OH, US
    Full-time
    JOB TITLE : Customer Service Representative.Providing excellent customer service to contract holders, ensuring professional and efficient service. Answers contract holder inquiries via phone and / or ...Show moreLast updated: 16 days ago
    • Promoted
    Senior Client Relationship Representative (Universal Banker)

    Senior Client Relationship Representative (Universal Banker)

    Columbus StaffingColumbus, OH, US
    Full-time
    Senior Customer Relationship Representative.First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and...Show moreLast updated: 3 days ago
    • Promoted
    Patient Accounts Lead Representative

    Patient Accounts Lead Representative

    Nationwide Children's HospitalColumbus, OH, United States
    Full-time
    Leads a team of Patient Accounts Representatives to ensure timely and accurate billing services and customer support.Oversees the delegation of responsibilities and the training of the Patient Acco...Show moreLast updated: 6 days ago
    • Promoted
    Fully Remote Survey Participant

    Fully Remote Survey Participant

    Prime InsightsMarysville, OH, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 4 days ago
    • Promoted
    Take Surveys Get Paid!

    Take Surveys Get Paid!

    Prime InsightsLondon, OH, US
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 4 days ago
    • Promoted
    Work From Home - Take Surveys and Earn!

    Work From Home - Take Surveys and Earn!

    Prime InsightsWashington Court House, OH, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 4 days ago
    • Promoted
    Online Survey Participant

    Online Survey Participant

    Prime InsightsWashington Court House, OH, US
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 4 days ago