Administrative Support Coordinator

Pyramid Consulting, Inc; Columbus (OH); Hybrid; USD 15,000 - 26,000; Full time

Job summary

Pyramid Consulting, Inc. in Columbus, OH is seeking an Administrative Support Coordinator for a 12+ months contract with hybrid work. The role handles inquiries, processes monetary transactions, and interprets contracts to support policyholders, agents and internal teams.

Strong written and oral communication, attention to detail, and the ability to prioritize work within standards are required. Financial services knowledge such as annuities or mutual funds is preferred.

Qualifications

• 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.

Responsibilities

• Receives and responds to incoming customer/broker/agent/government 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.
• Interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise units.
• Maintains knowledge of contract and product provisions and administration of Client products, and related processing systems and regulations.

Skills

Customer service

Communication

Problem solving

Financial transactions

PC proficiency

Education

High school diploma or equivalent

Tools

CRT/PC

Job description

Immediate need for a talented Administrative Support Coordinator. This is a 12+months contract (Possible Extension) opportunity with long-term potential and is located in Columbus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-28945

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:

• 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 products, and the processing systems and related federal and state regulations.
• 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:

• 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.
• 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, analyze customer inquiries, and determine the appropriate action.
• Proven ability to operate a CRT and PC.
• 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 Insurance Industry, and we are currently interviewing to fill this and other similar contract positions.

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.