Financial Service Analyst

They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!

Financial Service Analyst

Location: Hybrid (2 days onsite, 3 days WFH), downtown Columbus office
Pay Rate: $19 per hour, paid weekly
Schedule: 8:30am - 5:00pm
Target Start Date: ASAP upon completion of new hire onboarding

Role Overview:
As a Representative, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.

Key Responsibilities:

• Responds to inquiries from customers, brokers, agents, and government agencies through oral and written communications.
• Assists with and processes financial transactions and contract-related requests in accordance with policy provisions and regulatory guidelines.
• Interprets and explains contract provisions for current and historical products to internal and external stakeholders.
• Reviews and resolves routine processing errors, escalating complex or exceptional cases as needed.

Education: College Degree preferred, high school diploma required.

Experience: Three years work experience with two years product-related customer service work experience preferred.

Skills & Knowledge:

• General office practices, customer service, and office equipment.
• Information systems and insurance/financial services industry practices (i.e. Life Insurance) preferred.
• Effective written and oral communication skills to interact with customers, team members, and management..
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.

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.

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