Job Description
Job Description
HIRING NOW - FINANCIAL CUSTOMER SERVICE - HYBRID POSITION
Are you ready to launch your career in an insurance and financial services company leader in America? We’re looking for motivated individuals with customer service experience for a Solutions Center Representative position that offers the chance to develop your skills in a fast-paced, rewarding environment while providing exceptional customer service. If you're eager to make an impact and advance your professional journey, we’d love to hear from you!
Location:
Hybrid in Grandview Heights, OH.
***2 days in office, 3 days at home
Shift:
Requires open availability Monday – Friday, 8:00am – 8:00pm
***Training will be from 9:00am - 5:30pm EST
Pay Rate:
$19.00/hour
What you will be doing:
· Providing extraordinary care to members, partners, plan sponsors, and investment professionals on various topics.
· Understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions
· Analyze issues to determine appropriate solutions, striving for first-contact resolution.
· Educate customers on product features, tax implications, penalties, surrender charges, death benefits, lifetime income, and other plan-related benefits.
· Provide consultative insights by identifying and addressing unstated needs.
· Stay updated on product changes and enhancements through daily communications.
· Document interactions to support customer relationships and deepen engagement.
· Ensure compliance with FINRA regulations, state and local laws, plan documents, and company policies.
The right candidate will have:
· 1+ year of experience in customer service, sales related occupations
· Undergraduate degree in finance, business administration, insurance, economics, communications preferred
· Experience in financial services, insurance or a related field is highly preferred.
· Ability to comply with FINRA rules and regulations
· Exceptional customer service skills, problem-solving, and communication (oral and written) skills required.
· Strong problem-solving abilities with a focus on first-contact resolution
TO APPLY: Email Resume to: claudia.mendoza@randstadusa.com
If this job is not for you, feel free to refer a friend.