Financial Services Analyst

2 weeks ago


Grandview Heights, United States Rose International Full time

Location: Looking for a local candidate. Remote position & can potentially change to hybrid

Training Schedule: 9:30 AM - 6:00 PM EST

Hours after training period can be adjusted as early as 8:00 AM EST start time if needed.

Summary:

- This group reviews newly issued life insurance policies for accuracy and compliance prior to distribution to the Member/Financial Professional.

- This role will require a candidate to review life insurance contracts before sending out to a new customer. The goal is to review 20-30 policies per day.

- If the documents contain errors, then the candidate will work with internal business processors to correct the issues.

- Looking for a candidate with a history in financial services/quality.

- This role is 0% calls outside of immediate team/partner teams. Email is a common method along with Teams (chat and calls for internal associates).

This role is for the Life Quality Team.

Job Competencies

- Excellent oral and written communication skills.

- Strong collaboration skills and ability to drive strong relationships.

- Driver of personal and team engagement.

- Ability to analyze financial and nonfinancial transactions for accuracy.

- Provide support for processing questions and advise on training needs.

- Ability to excel in a fast paced environment with continuous change.

- A self-starter that continuously seeks new and innovative ways to approach processes.

- Ability to anticipate concerns, resolve problems and escalate as appropriate.

- Mitigate risk by ensuring compliance with processes, procedures and regulations.

Education:

- Undergraduate studies desirable.

  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).



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