Financial Service Representative

Immediate need for a talented Financial Service Representative. This is a 06+months contract opportunity with long-term potential and is located in Grandview Heights, OH(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 26-18408

Pay Range: $18/hr - $19/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Respond to customer, broker, agent, and government agency inquiries via phone and written communication.
• Assist customers with financial and policy-related transactions.
• Interpret insurance and financial product contract provisions.
• Research and resolve routine customer issues and processing errors.
• Review records and reports to make accurate service decisions.
• Escalate complex issues requiring advanced technical knowledge when necessary.
• Process monetary transactions within authorized limits.
• Maintain knowledge of products, systems, and applicable federal and state regulations.
• Collaborate with internal teams and external partners to ensure excellent customer service.

Key Requirements and Technology Experience: 

• High School Diploma or equivalent.
• Strong customer service and communication skills.
• Basic mathematical and problem-solving abilities.
• Proficiency with PC applications and office systems.
• Ability to prioritize work and make sound decisions.
• 2+ years of customer service experience, preferably in financial services, insurance, annuities, or mutual funds.
• Undergraduate studies preferred.
• LOMA, CLU, or ChFC coursework preferred.
• NASD Series 6 and/or 26 certifications preferred (may be required based on business needs).
• Excellent verbal and written communication.
• Strong analytical and problem-solving abilities.
• Attention to detail and accuracy.
• Customer-focused mindset.
• Ability to work effectively in a fast-paced environment.
• Credit check and/or background check required due to fiduciary responsibilities.
• Weekly timesheet submission required.
• No travel required.

Our client is a leading Insurance 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.

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