Customer Service Representative

Tailored Management; Columbus (OH); Hybrid; USD 22,000 - 31,000; Full time

Job summary

Tailored Management is seeking a Solutions Center Representative - Life Insurance, Annuities and Retirement. You will handle inbound calls from members, partners, and financial professionals, interpret policy changes, educate customers on plan benefits, and maintain records to foster strong relationships.

You will ensure compliance with industry regulations and company policies, and aim for first-call resolution while collaborating with internal teams on escalated cases.

Qualifications

• Recent degree in finance, business, insurance, economics, or communications preferred.
• 1+ year in customer service or sales.
• Knowledge of various insurance products and the sales process.
• Solid understanding of legal implications of certain product features in different states.
• Strong communication and problem-solving abilities.
• Computer proficiency.

Responsibilities

• Handle inbound calls from members, partners and financial professionals.
• Interpret policy changes and provide expert guidance.
• Maintain records and use insights to enhance customer relationships.
• Ensure compliance with industry regulations and company policies.
• Educate customers on financial implications, penalties, and plan benefits.
• Strive for first-call resolution and collaborate with internal teams on escalated cases when needed.
• Participate in career development and goal-setting sessions.

Skills

Insurance products knowledge

Sales process knowledge

Communication

Problem solving

Computer proficiency

Education

Recent degree in finance, business, insurance, economics or communications

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!

Role

Solutions Center Representative - Life Insurance, Annuities and Retirement

Pay Rate

$19 per hour, paid weekly

Location of Assignment

Hybrid - Grandview office (H building, 3rd floor)) & 18700 North Hayden Road, Scottsdale, AZ 85255

Schedule

Monday – Friday, Flexible hours b/w 8:00a-8:00p EST

Target Start Date

11/09/2026, upon completion of new hire onboarding

Schedule

Training is a total of 5 weeks, Hybrid (2 days per week after training) and 3 from home).

Training weeks 1-1-4 is Monday-Friday 10:00-6:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST. No time-off allowed from 11/09- 12/09

Schedule Flexibility

Post-training schedules may fall between approximately 8:00 AM and 8:00 PM EST, with some teams operating as late as 11:00 PM EST.

Rotational Saturdays may also be required, and contractor schedules can change.

*Candidate MUST have access to router. Client will provide an Ethernet cable.

Position Summary

As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities

• Handle inbound calls from members, partners and financial professionals
• Interpret policy changes and provide expert guidance
• Maintain records and use insights to enhance customer relationships
• Ensure compliance with industry regulations and company policies
• Educate customers on financial implications, penalties, and plan benefits
• Strive for first-call resolution and collaborate with internal teams on escalated cases when needed
• Participate in career development and goal-setting sessions

Qualifications

• Education: Recent degree in finance, business, insurance, economics, or communications preferred
• Experience: 1+ year in customer service or sales
• Skills:
• Knowledge of various insurance products and the sales process
• Solid understanding of legal implications of certain product features in different states
• Strong communication and problem-solving abilities
• Computer proficiency

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