Financial Service Representative

JobDiva, Inc.; Columbus (OH); Hybrid; USD 22,000 - 31,000; Full time

Job summary

JobDiva, Inc. in Columbus, OH seeks a Financial Service Representative to provide prompt service to customers and brokers, interpret contract provisions, and handle monetary transactions. The role emphasizes accuracy, compliance, and effective communication across multiple teams.

The position offers a hybrid work model with office time on Tuesdays and Wednesdays at Plaza 1, while remaining days may be worked from home, and starts on 10/05/2026 following onboarding.

Qualifications

• Three years of work experience with two years product-related customer service experience.
• Undergraduate studies preferred.
• Knowledge of contract and product provisions is a plus.

Responsibilities

• Receives and responds to customer, broker, agent, and government inquiries.
• Communicates with customers and internal teams via oral and written channels.
• Assists customers with financial transactions.
• Interprets contract provisions for policyholders and agents.
• Maintains knowledge of products and processing systems; resolves routine errors.
• Identifies situations needing advanced knowledge and escalates to a lead.
• Processes monetary transactions within approved limits.
• Reviews records and reports to support decisions.
• Performs other duties as requested.

Skills

Customer service

Communication skills

Decision making

Problem solving

Education

High school diploma

Undergraduate studies desirable

LOMA/CLU/ChFC desirable

NASD Series 6/26 preferred

Job description

Up to $19 per hour Columbus, OH Onsite

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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!

Financial Service Representative

Pay Rate: $19 per hour, paid weekly

Location of Assignment: One Nationwide Plaza Columbus, OH

Schedule: 8:30am - 5:30pm, Hybrid (office on Tuesday and Wednesdays in Plaza 1, the rest WFH)

Target Start Date: 10/05/2026, upon completion of new hire onboarding

Position Summary:

Provides 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.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.

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 the products, and the processing systems and related federal and state regulations6. Resolves routine errors requiring corrective processing.
• 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

Education

• High school studies. Undergraduate studies desirable. 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.

Qualifications:

• 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. annuities, mutual funds) preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.

Skills:

• 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 and analyze customer inquiries and determine the appropriate action.
• Proven ability to operate a CRT and PC.

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.

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