Financial Services Professional

Tailored Management; Columbus (OH); Hybrid; USD 84,200 - 114,975; Full time

Job summary

A financial services firm is seeking a Solutions Center Representative to deliver exceptional service, handle inquiries, and educate customers on life insurance plan benefits. Ideal candidates will have a recent degree in a relevant field and at least 1 year of customer service experience. This hybrid role offers flexible hours and a pay rate of $19 per hour.

Qualifications

• 1+ year in customer service or sales preferred.

Responsibilities

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

Skills

Knowledge of various insurance products and the sales process

Strong communication and problem-solving abilities

Computer proficiency

Education

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

Job description

Solutions Center Representative - Life Insurance

Pay Rate: $19 per hour, paid weekly

Location of Assignment: Hybrid

Schedule: Monday – Friday, Flexible hours b/w 8:00a-8:00p EST, 38.75 hours/week

Target Start Date: 12/1/2025, upon completion of new hire onboarding

Training: 5 weeks hybrid (2 days in office Tuesday/Wednesday, 3 from home). Weeks 1-4 Monday-Friday 10:00-6:30. Week 5 Monday-Friday 8:00-8:00 EST. No time-off allowed 12/1-1/8.

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 to best handle inquiries, resolve account concerns, and educate customers on plan benefits 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.

Seniority Level

Entry level

Employment Type

Contract

Job Function

Accounting/Auditing, Administrative, and Information Technology

Industries

Financial Services, Accounting, and Investment Advice

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