Financial Services Analyst

Immediate need for a talented Financial Services Analyst. This is a 05+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: 25-77258

Pay Range: $16 - $17/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan

Key Responsibilities:

• Hours: 8 hrs. per day || 40 hrs. in a week
• This team handles a variety of functions but is mostly responsible for underwriting good order requirements, keying, and issuing annuity new business contracts, and sending out Letter of Acceptance packets for fixed, fixed indexed, and variable contracts within established service level agreements.
• The team works with various business units within the organization to ensure timely processing, consistency, and quality in a high volume and fast paced environment.

Key Requirements and Technology Experience:

• Key Skills; Customer Service, and office equipment
  Financial/Insurance Background Preferred
  Bachelor / Associate Degree Preferred
• General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• Effective written and oral communication skills to interact with customers, team members, and management.
• Ability to identify and evaluate problems and analyze customer inquiries to determine the appropriate action.
• Decision making skills necessary for problem identification and correction.

Our client is a leading Insurance and financial 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.

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