Onsite Retirement Solutions Center Specialist

Creative Solutions Services, LLC; Columbus (OH); On-site; USD 54,443,000 - 57,859,000; Full time

Job summary

Creative Solutions Services, LLC is seeking a Solutions Center Representative in Columbus, OH to deliver exceptional member and professional support onsite. You will handle inquiries, explain plan benefits, and work toward first-call resolution while preparing to study for the SIE/Series 6 examinations.

The role requires a high school diploma (or equivalent) with 1+ year in customer service or sales, and a solid understanding of insurance products, state-specific rules, and strong communication

Qualifications

• Education: High school diploma or equivalent required; recent degree in finance, business, insurance, economics, or communications preferred.
• Experience: 1+ year in customer service or sales.
• Skills: knowledge of insurance products and sales process; understand legal implications of product features by state; strong communication and problem-solving abilities; 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.
• Participate in career development and goal-setting sessions.

Skills

Insurance products knowledge

Sales process understanding

Communication skills

Problem solving

Computer proficiency

Education

High school diploma or equivalent

Finance/Business/Insurance/Economics/Communications degree preferred

Job description

Creative Solutions Services, LLC is seeking a Solutions Center Representative in Columbus, OH to deliver exceptional member and professional support onsite. You will handle inquiries, explain plan benefits, and work toward first-call resolution while preparing to study for the SIE/Series 6 examinations.

The role requires a high school diploma (or equivalent) with 1+ year in customer service or sales, and a solid understanding of insurance products, state-specific rules, and strong communication