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Solutions Center Representative

1 month ago

Columbus, Ohio, United States Pyramid Consulting Full time
Job Title: Solutions Center Representative

Pyramid Consulting, Inc. is seeking a highly skilled Solutions Center Representative to join our team. As a key member of our client's insurance industry, you will be responsible for providing exceptional customer service and support to clients and customers.

Key Responsibilities:
  • Respond to incoming calls from clients and customers on a variety of topics, including insurance products and services.
  • Understand and interpret changes and enhancements to new and old insurance products, and apply this knowledge to provide consultative expertise and uncover unstated needs.
  • Maintain accurate records of conversations and follow a process of documentation to support our strategy of knowing our customers better than anyone.
  • Ensure compliance with FINRA and other professional licensure requirements, client policies, firms, plan documents, and state and local laws.
  • Educate customers on tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation, and benefits pertaining to the plan/contract.
  • Analyze problems to determine the proper course of action, striving for first-time final resolution, and work with internal partners to resolve escalated issues.
  • Integrate lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develop and grow through monthly individual meetings with leadership to set in place a career path strategy, setting goals and expectations to achieve success in the role and future opportunities.
Requirements and Experience:
  • Customer service experience, preferably in the financial services industry.
  • Financial/Banking background and knowledge of various insurance products and the sales process.
  • High school diploma or equivalent required; undergraduate degree in finance, business administration, insurance, economics, or communications preferred.
  • 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, and solid understanding of state and local laws necessary to understand the legal implications of certain product features in different states.
  • Excellent verbal and written communication skills, proficiency with computers and common office software, and ability to understand general aspects of plan/contract and utilize technology to enhance conversations with customers.

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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