Financial Services Professional

3 weeks ago


Union, Kentucky, United States Insight Global Full time

A premier financial services company based in Cincinnati is seeking a Financial Services Professional to join their Enterprise Engagement Center. This role involves providing top-notch service to clients, addressing their needs and resolving any issues related to their policies.

The successful candidate will possess excellent communication and interpersonal skills, be able to work in a fast-paced environment, and have prior experience in the service industry. A high school diploma is mandatory, and a bachelor's degree is desirable.

This position entails:

  • Offering expert advice and guidance to clients regarding their policies and benefits
  • Responding to client inquiries and concerns in a prompt and effective manner
  • Reviewing and analyzing policy data to identify potential risks and take corrective action
  • Maintaining up-to-date knowledge of state regulations, necessary forms, and policy details
  • Ensuring accurate and precise information is documented in Salesforce Customer First Platform

We offer a competitive annual salary ranging from $50,000 to $70,000, depending on experience, along with our comprehensive benefits package that starts after 31 days of employment.

Insight Global fosters an inclusive workplace where employees feel valued and supported. We adhere to equal opportunities and affirmative actions principles.



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