Bilingual Financial Services Representative (Boggs)

Tailored Management; Grandview Heights (OH); Hybrid; USD 22.000 - 32.000; Vollzeit

Benefits dieser Stelle

Medical Coverage

Dental Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Life & AD&D Insurance

Critical Illness Insurance

Accident Insurance

Employee Assistance Program

Zusammenfassung

Tailored Management is seeking a Bilingual Financial Services Representative – Life New Business to join our client’s Columbus-area team. The role requires fluent Spanish and English and handles inquiries, transactions and contract interpretations for policyholders and brokers in a fast-paced environment.

Initial weeks are onsite with training, followed by a hybrid schedule. A college degree is preferred and relevant experience in life insurance industry practices is valued.

Qualifikationen

• Bilingual in Spanish and English (read, write, and speak).
• Experience in office practices and customer service settings.
• Familiarity with information systems used in insurance and financial services.
• Strong written and verbal communication with customers, agents, and management.

Aufgaben

• Respond to inquiries from customers, brokers, agents, and government agencies in writing and speech.
• Process financial transactions and contract-related requests per policy provisions and rules.
• Explain contract provisions for current and historical products to stakeholders.
• Review and resolve routine processing errors; escalate complex cases as needed.

Kenntnisse

Fluency in Spanish and English

General office practices

Information systems in insurance

Communication skills

Problem solving

Ausbildung

College degree preferred

High school diploma required

Jobbeschreibung

Up to $19.51 per hour Grandview Heights, OH Onsite

Job Description

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!

Bilingual Financial Services Representative – Life New Business

Pay Rate: $19.51/hour, paid weekly

Start Date: 10/26/2026

Location: Columbus, OH (1000 Yard Street, H Building)

Schedule:

• Week 1 (Training): Onsite M-F,8:00 am to 4:30 pm
• Week 2 (Shadow): Onsite M-F, shift will vary depending on who you are shadowing
• Week 3-4; Post-training: Onsite M-F, 11:30 am to 8:00 pm
• Beyond Week 4: Hybrid Tu/W, 11:30 am to 8:00 pm
• No weekends!

Role Overview:

Candidates MUST read, write and speak in Spanish and English

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:

• Fluency in Spanish and English (read, write and speak)
• 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.

We offer:

• Medical Coverage– HDHP, PPO and Surest plan options
• Minimum Essential Coverage (MEC)
• Dental Insurance
• Vision Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Life & AD&D Insurance
• Critical Illness Insurance
• Accident Insurance
• Employee Assistance Program (EAP)

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.