Financial Services Representative

Pyramid Consulting, Inc; City of Troy (NY); Híbrido; USD 25 000 - 26 000; Tempo integral

Resumo da oferta

Pyramid Consulting, Inc. is hiring a Financial Services Representative in Troy, NY on a hybrid 9-month contract. The role focuses on handling inquiries from customers, agents, and employers with accurate information and timely responses.

Key responsibilities include communicating across teams, reviewing contract provisions, and escalating complex cases to a supervisor. The position offers benefits and a path to potential longer-term opportunities within the insurance sector.

Qualificações

• Must have an Associate or Bachelor's degree.
• Strong problem solving skills.
• Basic typing and computer skills.
• Background in customer service preferred.
• Strong interpersonal and written communications.
• The ability to work within a team and independently.
• High attention to detail.

Responsabilidades

• Receives and responds to incoming customer/agent/employer inquiries.
• Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
• Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
• Reviews, research, and interprets records and reports to accurately make decisions.
• Decision making skill necessary for customer contacts.
• Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action.
• Performs other duty as requested.

Conhecimentos

Problem solving

Typing

Interpersonal communication

Written communication

Teamwork

Independent work

Attention to detail

Formação académica

Associate or Bachelor's degree

Descrição da oferta de emprego

Immediate need for a talented Financial Services Representative. This is a 09 months contract opportunity with long‑term potential and is located in Troy, NY(Hybrid).

Job ID: 26-33153

Pay Range: $18/hr - $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).

Key Responsibilities:

• Receives and responds to incoming customer/agent/employer inquiries.
• Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
• Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
• Reviews, research, and interprets records and reports to accurately make decisions.
• Decision making skill necessary for customer contacts.
• Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action.
• Performs other duty as requested.

Key Requirements and Technology Experience:

• Must have a degree either Associate or Bachelor’s.
• Strong problem solving skills
• Basic typing and computer skills
• Background in customer service, preferred
• Strong interpersonal and written communications
• The ability to work within a team and independently.
• High attention to detail.

Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions.

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.