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Financial Services Representative

Pyramid Consulting, Inc.
Columbus, OH Contractor
POSTED ON 4/1/2026 CLOSED ON 4/4/2026

What are the responsibilities and job description for the Financial Services Representative position at Pyramid Consulting, Inc.?

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 (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-10484

Pay Range: $18 - $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:

  • Verifies all documents and information is complete and in good order to input.
  • Organizes and prioritizes workload to ensure new approvals are processed, set up, and assigned in a timely manner, while maintaining communication to manage expectations appropriately.
  • Takes proactive steps to move the process forward, including conducting regular and timely follow-up on cases as needed.
  • Continuously looks for ways to expedite and improve our processes and services.
  • Builds and maintains relationships with internal partners. Provides assistance/answers questions in a timely manner.
  • Processes other similar tasks relative to role.
  • Reporting Relationships: Reports to Manager or Director.
  • ADA: The above statements cover what are generally believed to be principal and essential functions of this job.
  • Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Key Requirements and Technology Experience:

  • Skills-Must have an associate or a bachelor’s degree.
  • Preferred experience in insurance processing, claims processing, or loan processing.
  • Knowledge of general business practices.
  • Ability to prioritize work.
  • Ability to work independently in a fast-paced environment, maintain focus on critical deliverables, and provide extraordinary care.
  • Ability to make decisions with moderate oversight.
  • Solid verbal and written communication skills to interact with internal and external audiences.
  • Ability to research issues and determine optimal resolution.
  • Decision making skills for problem identification and correction.
  • Discretion while handling confidential matters (e.g., medical records).
  • Other criteria, including leadership skills, competencies and experiences may take precedence.
  • Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partners.
  • Education: Undergraduate studies preferred.

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.

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 .

Salary : $18 - $19

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