Life Insurance Solutions Center Specialist

Creative Solutions Services, LLC

Grandview Heights (OH)

Hybrid

USD 23,000 - 26,000

Full time

4 days ago

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Job summary

A Fortune 500 insurance and financial services company, headquartered in Columbus, Ohio, is hiring a Solutions Center Representative - Life Insurance in Grandview Heights. This hybrid role involves in-office Tuesday/Wednesday and remote Monday/Thursday/Friday.

You will deliver exceptional service to members, partners, and financial professionals, handle inquiries, educate customers on plan benefits, and maintain accurate records while ensuring compliance.

Qualifications

Education: Recent degree in finance, business, insurance, economics, or communications preferred.
Experience: 1+ year in customer service or sales.
Skills: Knowledge of insurance products and the sales process.
Skills: Understanding of legal implications of product features across states.
Skills: Strong communication and problem-solving abilities.
Skills: Computer proficiency.

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.

Skills

Insurance product knowledge

Sales process knowledge

Strong communication

Problem-solving abilities

Computer proficiency

Education

Bachelor's degree or equivalent in finance, business, insurance, economics, or communications

Job description

You will deliver exceptional service to members, partners, and financial professionals, handle inquiries, educate customers on plan benefits, and maintain accurate records while ensuring compliance.

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