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Financial Services Representative

3 months ago

Grove City, United States Rose International Full time

  • **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.**

Financial Serivces Representative

Req #29348

Duration: 12+ months

Financial Services Representative for Quality Assurance & Resolution Services (Statement/Fulfillment Team)

Brief description of role within the team:

- Provides prompt efficient service for assigned product or service center internal and external customers.

- This role is responsible for performing tasks associated with multiple functions within the team, including but not limited to: Contract Issuance, Fulfillment, and entry level statement processes.

Key Responsibilities include:

FULFILLMENT:

- Assemble daily mailings in response to customer requests.

- Maintains in-house forms inventory. Process ad-hoc mailings using inserter machine.

- Conducts quality evaluations on work to determine and report quality control and timeliness standards.

- Resolves basic issues and escalates to senior team members as necessary. Responsible for the inventory levels and organization of the fulfillment area.

CHECKS:

- Assemble and process checks requiring special handling or additional paperwork and performing underlying check support functions including, but not limited to reviewing balance sheets, research missing data, print and match accompanying paperwork and redirect overnight mailings as directed by the business.

- Responsible for maintaining and responding to inquiries from the group email box.

- Conducts quality evaluations on work to determine and report quality control and timeliness standards.

- Resolves basic issues and escalates to senior team members as necessary.

CONTRACT ISSUANCE:

- Assemble private sector contracts, contract additions, and contract addendums with proper forms or disclosures in accordance with government regulations, contract provisions, internal procedures and controls and business direction.

- Responsible for maintaining and responding to inquiries from the Client Contracts mailbox.

- Conducts quality evaluations on work to determine and report quality control and timeliness standards.

- Resolves basic issues and escalates to senior team members as necessary.

STATEMENTS:

- Under the direction of senior team members may assist with the processing of quarterly statements and underlying support functions (i.e., processing damaged statements, distribution of quality review packages, and reporting).

- Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

- Efficiently operate office machinery (copiers, scanners, bindery, inserter) to complete assembly of mailings.

- Performs other duties as assigned.

Education:

High school studies. Undergraduate studies desirable.

Experience:

- One or more years work experience with office related work preferred.

- Related experience in insurance, investments, or financial services desired.

Knowledge:

- General office practices, customer service, and office equipment.

- Familiarity with filing systems, recordkeeping procedures and problem-solving techniques.

Skills/Competencies including technical expertise:

- Ability to prioritize own work within business standards.

- Effective written and oral communication skills to interact with customers, team members, and management.

- Decision making skills necessary for customer contacts.

- Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.

- Proven ability to operate a PC.

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.).