Solutions Center Representative

Creative Solutions Services, LLC; Grandview Heights (OH); Hybrid; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health

Dental

Vision

Job summary

Creative Solutions Services, LLC is seeking a Solutions Center Representative – Annuities in Grandview Heights, OH. The position is hybrid, with 2 days in the office and 3 days at home, at a pay rate of $19 per hour paid weekly.

The role involves handling inbound calls about investment plans, educating customers on plan benefits, and ensuring policy compliance. Training is provided; eligibility includes a 1+ year in customer service or sales and a recent degree in finance, business, insurance,

Qualifications

• Recent degree in finance, business, insurance, economics, or communications.
• 1+ year in customer service or sales; must be coachable and enjoy engaging with others.
• Strong communication, problem-solving, and computer proficiency.

Responsibilities

• Handle inbound calls about investment plans and products.
• 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 on escalated cases.
• Participate in career development and goal-setting sessions.

Skills

Communication

Problem-solving

Computer skills

Education

Finance

Business

Insurance

Economics

Communications

Job description

Solutions Center Representative #26-02035

Up to $19 per hour Grandview Heights, OH Hybrid

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!

Solutions Center Representative – Annuities

Pay Rate: $19 per hour, paid weekly

Location of Assignment: Hybrid (2 days in the office and 3 days at home), Grandview Yard office: 1000 Yard. St., Columbus, OH 43212 (H building, 3rd floor)

Schedule:

• Training: Initial training period is 6-weeks from 9:00-5:30 EST.
• Hybrid: 2-days in the office and 3-days at home.
• Week 6 (Shadow Week): Monday – Friday with 8-hour shift b/t 8:00 – 8:00 EST
• Post Training Schedule is Hybrid. 2-days in the office and 3-days at home.
• Also, after the training period, it will be a variable schedule and the shift could be any time between 8:00 AM and 8:00 PM EST, Monday – Friday and can change from week to week.

Assignment Duration: 12 months, with potential for extension/conversion depending on performance, attendance and business need

Target Start Date: 10/05/2026, upon completion of new hire onboarding

Benefits: Health, Dental, Vision

*Candidate MUST have access to router. Client will provide an Ethernet cable.*

About the Role

As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities

• Handle inbound calls about investment plans and products.
• 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 on escalated cases.
• Participate in career development and goal-setting sessions.

What We're Looking For

• Education: Recent degree in finance, business, insurance, economics, or communications.
• Experience: 1+ year in customer service or sales; must be coachable and enjoy engaging with others.
• Skills: Strong communication, problem-solving, and computer proficiency.

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