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Financial Customer Service Representative
2 months ago
Are you a recent college grad looking to either switch or further your career path with a large, reputable corporation? Our client, a leading Fortune 100 insurance and financial service company headquartered in Columbus, OH, has multiple openings for Financial Customer Service Representatives
Role : Solutions Center Representative - Private Retirement
Pay Rate: $19 per hour, paid weekly ($19.51/hour if bilingual, Spanish/English)
Location of Assignment: Hybrid - Tues, Wed, Thurs in office in Grandview
Schedule : 40 hours/week, 8-hour shift Mon-Friday, 8 hour shift between 8a-11p EST
Contract Length: 12 months, opportunity for extension/conversion pending performance, attendance, and business need
Job Profile Summary:
As a Solutions Center Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate CLIENT's marketing strategies when communicating with customers
Key Responsibilities:
- Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
- Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
- Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
- Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
- Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Knowledge, Skills and Ability:
- Excellent verbal and written communication skills to effectively communicate with others.
- Experience with financial services or insurance plans, whether in the workforce or as part of undergrad education
- Undergraduate studies preferred
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen
