Financial Services Representative

JobDiva, Inc.; Grandview Heights (OH); Hybrid; USD 22,000 - 30,000; Full time

Benefits offered by this job

Medical coverage

Dental insurance

Vision insurance

Short-Term Disability

Long-Term Disability

Life & AD&D insurance

Critical illness insurance

Accident insurance

EAP

Job summary

Tailored Management is seeking a Financial Services Representative – Life New Business to join a Fortune 500 insurer in Columbus, OH. The role supports policyholders, agents, brokers, and internal partners with strong customer service and policy interpretation.

The hybrid schedule (2 days onsite, 3 days WFH) in Grandview Heights features daytime hours and a $19/hr pay rate, with onboarding pending. Candidates should have solid office skills and insurance knowledge.

Qualifications

• High school diploma or equivalent; college degree preferred.
• 3 years of work experience preferred.
• 2+ years of product-related customer service experience preferred.

Responsibilities

• Receive and respond to inquiries from customers, brokers, agents, and government agencies.
• Communicate effectively with customers and partners via phone and written correspondence.
• Assist customers with financial transactions and policy-related requests.
• Interpret contract provisions for life insurance products and assumed business.

Skills

Customer service

Relationship building

Written communication

Verbal communication

Decision making

Problem solving

Office skills

Insurance knowledge

Education

High school diploma

College degree preferred

Tools

PC software

Job description

Up to $19 per hour Grandview Heights, 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!

Role:

Financial Services Representative – Life New Business

Location:

Hybrid (2 days onsite per week, 3 days WFH) at Grandview Yard office (1000 Yard St., Grandview Heights, OH 43212)

Work Schedule

Monday - Thursday: 11:30am - 8:00pm & Friday: 9:30am - 6:00pm

Pay

$19/hr

Tentative Start Date

10/26/2026, pending completing onboarding paperwork

Position Summary

As a Financial Services Representative supporting the Life New Business Phone Support team, you will provide prompt and efficient service to policyholders, agents, brokers, and internal business partners. This role requires strong customer service skills, relationship-building abilities, and the capability to interpret policy and contract provisions while handling financial and administrative transactions.

Key Responsibilities

• Receive and respond to incoming customer, broker, agent, and government agency inquiries
• Communicate effectively with customers, agency/brokerage partners, service centers, and internal teams through phone and written correspondence
• Assist customers with financial transactions and policy-related requests
• Interpret contract provisions for current and past life insurance products and assumed business
• Maintain knowledge of product provisions, processing systems, and applicable federal and state regulations
• Resolve routine processing errors and identify situations requiring escalation
• Process monetary transactions according to policy provisions and assigned authority limits
• Review, research, and interpret records and reports to make accurate decisions
• Collaborate with team members and leadership to support customer resolution efforts
• Perform additional duties as assigned

Qualifications

Education: High school diploma or equivalent required; college degree preferred

Experience

• 3 years of work experience preferred
• 2+ years of product-related customer service experience preferred
• Combination of education and experience will be considered

Skills

• Strong customer service and relationship-building abilities
• Excellent written and verbal communication skills
• Strong decision-making and problem-solving capabilities
• Ability to analyze customer inquiries and determine appropriate resolution
• Knowledge of general office practices and office equipment
• Familiarity with insurance or financial services industry practices preferred
• Basic math and record-keeping skills
• Computer proficiency, including ability to operate PC systems efficiently

Company Culture / Benefits

At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:

• Medical Coverage– HDHP, PPO, and Surest plan options
• Minimum Essential Coverage (MEC)
• Dental Insurance
• Vision Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Life & AD&D Insurance
• Critical Illness Insurance
• Accident Insurance
• Employee Assistance Program (EAP)

Note

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.