Financial Services Representative

Randstad Enterprise; Columbus (OH); Hybrid; USD 35,000 - 60,000; Full time

Job summary

An established industry player is seeking a Financial Services Representative to join their dynamic team. This hybrid role involves providing exceptional customer service and support while processing inquiries related to insurance licensing and compliance. The ideal candidate will have a strong background in customer service, effective communication skills, and the ability to navigate complex regulatory requirements. This is a fantastic opportunity to contribute to a leading organization in the financial services sector while enhancing your professional skills in a supportive environment.

Qualifications

• 3 years of work experience with 2 years in product-related customer service preferred.
• Effective written and oral communication skills for customer interactions.

Responsibilities

• Communicate with customers and agency/brokerage force for inquiries.
• Review and process applications, registrations, and contracts.

Skills

Customer Service

Communication Skills

Problem-Solving

Basic Mathematics

Office Practices

Education

High School Diploma

Undergraduate Studies

Job description

5 days ago Be among the first 25 applicants

Direct message the job poster from Randstad Enterprise

Client Services Manager at Randstad Sourceright integrated MSP - A Randstad Enterprise Business

Immediate opening for a Financial Services Representative to receive and respond to incoming customer/broker/agent/government agency inquiries. This position requires the successful candidate to perform both customer service support and processing-related tasks. This is a hybrid position, located in Columbus, Ohio. Local candidates preferred.

Duties include:

• Communicate with customers, agency/brokerage force, service centers, internal/external sales support, and other industry companies.
• Review and process routine applications, registrations, contracts, and/or appointments and maintenance requests in accordance with approved standards and practices.
• Assist in implementing changes in insurance licensing requirements based on laws, regulations, or company policies.
• Maintain databases and related background information and files for assigned states, operations, and/or distribution channels.
• Update and distribute licensing/appointment requirements and procedures manuals.
• Assist internal and external customers with licensing requirements and registration processes, providing materials, and submitting forms and fees to regulatory agencies.
• Ensure compliance with licensing laws and regulations.
• Serve as liaison between licensing and customers via phone and email, providing customer service to ensure applications are processed correctly and timely.

Must Haves:

• High school diploma required; undergraduate studies are desirable.
• Three years of work experience, with two years in product-related customer service preferred.
• Knowledge of office practices, customer service, and office equipment.
• Familiarity with information systems and insurance/financial services industry practices (e.g., annuities, mutual funds) preferred.
• Basic mathematics skills, familiarity with office filing systems, record keeping, and problem-solving techniques.
• Ability to prioritize work within standards.
• Effective written and oral communication skills for interacting with customers, team members, and management.
• Decision-making skills for customer interactions.
• Ability to evaluate problems, analyze customer inquiries, and determine appropriate actions.

Next Steps:

For immediate consideration, please send your resume to [e-mail].

Seniority level

• Associate

Employment type

• Temporary

Job function

• Finance and Customer Service

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