Financial Services Representative

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

Job ID: 25-93606

Pay Range: $18.50 - $19/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
• 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
• Start date is flexible.
• Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
• Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
• Provides prompt efficient service for assigned product and/or service center internal and external customers.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
• Requests additional information when necessary.
• Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications.
• Maintains appropriate records.
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Researches and corrects errors.
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
• Performs other duties as requested.
  
  

Key Requirements and Technology Experience:

• Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving
• Four years of work experience.
• Work experience with undergraduate studies preferred.
• Knowledge: General office practices, customer service, and office equipment.
• Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics and problem-solving techniques.
• Excel skills 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.
• Decision making skills necessary for problem identification and correction.
• Proven ability to operate a CRT and PC.
• Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
  
  

Our client is a leading 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.

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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