Customer Service/ Solutions Center Representative

3 weeks ago

Grandview, United States Pyramid Consulting, Inc Full time

Immediate need for a talented Customer Service/ Solutions Center Representative. This is a 12+ Months contract opportunity with long-term potential and is located in Grandview Heights OH

(Hybrid).Please review the job description below and contact me ASAP if you are interested.


Job ID: 24-37898


Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.


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.
  • Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, client policies, firms, plan documents and state and local laws.
  • 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.
  • Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues.
  • Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
  • Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned.


Key Requirements and Technology Experience:


  • Skills-Insurance, Financial, Customer Service.
  • High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
  • ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
  • One year of experience in customer service, sales related occupations.
  • Knowledge of various insurance products and the sales process.
  • Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
  • Understands the consequences of not following the FINRA rules and regulations.
  • Excellent verbal and written communication skills to effectively communicate with others.
  • Proficiency with computers and common office software.
  • Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
  • Other criteria, including leadership skills, competencies and experiences may take precedence.
  • Note-Training is a total of 5 weeks, hybrid. 3 days in the office and 2 days at home.
  • Training weeks 1-4 will be Monday - Friday either from 9:00-5:30 EST or 10:00-6:30 EST.
  • Week 5 Hours and Beyond- Flexible Hours Monday - Friday with availability from 8:00-8:00 EST.
  • Post Training Schedule is Hybrid. 3 days in the office and 2 days at home.


Our client is a leading Banking organization, 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, color, 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.


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