Bilingual Financial Services Representative

Pyramid Consulting, Inc; Grandview Heights (OH); Hybrid; USD 37,000 - 40,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc. seeks a Bilingual Financial Services Representative for a 12-month contract in Grandview Heights, OH. The role is hybrid and requires strong customer service and relationship-building with agents.

Responsibilities include handling inquiries, processing transactions, interpreting contracts, and maintaining up-to-date knowledge of product provisions and regulations. Hours are 11:30 am–8:00 pm Mon–Thu and 9:30 am–6:00 pm Fri, with no weekends.

Qualifications

• Must be bilingual in Spanish and English.
• Education: High school studies; LOMA/CLU desirable.
• Three years of work experience in customer service is preferred.

Responsibilities

• Respond to incoming customer/broker/agent inquiries and communicate across teams.
• Assist customers with financial transactions and interpret contracts for policyholders.
• Maintain knowledge of product provisions and applicable regulations; perform other duties as needed.

Skills

Bilingual Spanish/English

Customer Service

Phone Support

Education

High School Diploma

LOMA/CLU desirable

Job description

Immediate need for a talented Bilingual Financial Services Representative. This is a 12 Months Contract opportunity with long-term potential and is located in Grandview Heights, OH (Hybrid).

Job ID:26-31464

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:

• Looking for 3 customer service representative candidates for Life New Business Phone Support team.
• Must have strong customer service skills and ability to build relationships with agents.
• Full-time candidates are needed.
• The candidate needs to be available to work between the hours of 11:30 am - 8:00 pm Monday through Thursday and 9:30 am - 6:00 pm Friday. No weekends.
• The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
• 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 clients 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:

• Must have skills: - Must be bilingual in Spanish and English.
• Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• Experience: Three years work experience with two years product-related customer service work experience preferred. 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. Life Insurance) preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• Skills:-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.
• 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.

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