Financial Services Representative

Immediate need for a talented Financial Services Representative. This is a 12+ 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:25-85736

Pay Range: $18 - $18.50/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

• Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
• Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
• Assists customers with financial transactions.
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
• Maintains current knowledge of contract and product provisions and administration of Client s products, and the processing systems and related federal and state regulations.
• Resolves routine errors requiring corrective processing.
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a lead team member if necessary.
• Processes monetary transactions according to policy provisions within assigned limits.
• Reviews, researches, and interprets records and reports to accurately make decisions.
• Performs other duties as requested.

Key Requirements and Technology Experience:

• Skills-Customer Service Skills
• Financial/Insurance Background Preferred
• Associate/Bachelor s Degree preferred
• Ability to prioritize own work within 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 CRT and PC.
• High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• NASD series 6 and/or 26 preferred and may be required based on assigned product/line-of-business or distribution system.
• Three years work experience with two years product-related customer service work experience preferred.
• Work experience with undergraduate studies 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.
• Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

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.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .