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Customer Service Representative

2 months ago


Grandview Heights, Ohio, United States Pyramid Consulting, Inc Full time
Job Title: Customer Service- Bilingual Financial Services Analyst

We are seeking a talented Customer Service- Bilingual Financial Services Analyst to join our team. This is a 18+ Months Contract opportunity with long-term potential and is located in Grandview Heights, OH.

Job Summary:

This role involves providing timely, efficient service for an assigned product and/or service center internal and external customer. The ideal candidate will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Key Responsibilities:
  • Provide timely and efficient service for assigned product and/or service center internal and external customer.
  • Ensure extraordinary care to customers through workflow management and meeting service level agreements.
  • Process business requests according to government regulations, contract provisions, and internal procedures and controls.
  • Adhere to high standards of professional conduct consistent with the delivery of excellent customer service.
  • Maintain current knowledge of contract and product provisions, administration of Client's products, processing systems, and related federal and state regulations.
  • Integrate lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Consult and interpret contract provisions for current and past products and assumed business for policyholders, agents/brokers, and other operating units.
Key Requirements and Technology Experience:
  • High school studies.
  • Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
  • Looking for bilingual candidates; customer service representatives for Life New Business phone team.
  • Must be fluent in Spanish.
  • Must have strong customer service skills and ability to build relationships with agents.

Our client is a leading Financial Services 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, 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.