Financial Service Representative

Pyramid Consulting, Inc; Columbus (OH); Hybrid; USD 25,000 - 26,000; Full time

Job summary

Pyramid Consulting, Inc. in Columbus, OH is seeking a Financial Service Representative for a 12+ month contract. The role is hybrid and offers a competitive hourly pay range with comprehensive benefits.

You will handle inquiries, process financial transactions, interpret contracts, and support policyholders, agents, and other Enterprise units while maintaining regulatory knowledge and best practices. This is a full-time, non-weekend position with credit/background checks.

Qualifications

• Strong written and verbal communication with customers and colleagues.
• Ability to interpret contracts and explain provisions clearly.
• Experience handling financial transactions and insurance products.
• Familiarity with office procedures, record keeping, and basic math.
• Eligibility for credit/background checks as part of the process.
• Hybrid work availability in Columbus, OH area.

Responsibilities

• Provide prompt, efficient service for customers and brokers.
• Interpret contract provisions for current and past products.
• Receive and respond to inquiries from customers, brokers, and agencies.
• Process monetary transactions within policy limits.
• Maintain knowledge of product provisions and regulatory requirements.
• Identify cases needing advanced knowledge and refer accordingly.
• Perform other duties as required.

Skills

Customer service

Communication

Problem solving

Decision making

Relationship building

Education

High school studies desirable

Undergraduate studies desirable

College degree preferred

Tools

CRT

PC

Job description

Financial Service Representative

12+ Months Contract opportunity. Located in Columbus, OH (Hybrid).

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).

Job ID:26-31983

Key Responsibilities:

• 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.
• 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 Nationwide 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:

• 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.
• High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• 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. Life Insurance) preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• College degree preferred. Columbus area talent search due to hybrid requirement for the role/department.
• 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.
• 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.

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.