NEW JOB OPENING
CUSTOMER SERVICE - FINANCIAL SERVICES REPRESENTATIVE
IN Columbus, OH, USA!

Must reside within 35 miles of Columbus



Education:

- Associate's Degree required.

- Bachelor's Degree highly preferred.

- Participation in technical coursework such as LOMA, CLU, ChFC desirable.



Requirements:

-Three years work experience with two years product-related customer service work experience preferred.

-Banking and finance background.



Additional Updates About The Role:

- We are a processing team in Public Retirement Plans Operations. The team is 27 total but split between 2 leaders.

- The contractors would be keying in distribution requests.

- The daily goal is 55+ transactions with 99% accuracy.

- They need to ensure they follow federal, state and plan regulations.

- They may help the Not In Good Order team and have to send emails that are a template to participants.

- We email internally for requests for specialized requests with Relationship Consultants or Solution Center leadership.

- 0% of outbound/inbound calls at this time, but may move to making some calls are a part of the process later this year or next year.

- Data entry with attention to detail is important. Customer service mindset to make the process easier and help the customers but seeing what is needed to complete a request is helpful too.

- Financial Services/ Banking can be helpful, but data entry and attention to detail is the most important.

- This group works 38.75 hours per week when there aren’t holidays. We do work on Christmas Eve, New Year’s Eve but are closed on Thanksgiving, Christmas, New Year’s day and 4th of July.

- This year the volumes are rising so there has been voluntary overtime most of the year and mandatory in the first quarter



Customer Service - Financial Services Representative Duties:

1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.

2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.

3. Assists customers with financial transactions.

4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.

5. Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations.

6. Resolves routine errors requiring corrective processing.

7. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.

8. Processes monetary transactions according to policy provisions within assigned limits.

9. Reviews, researches, and interprets records and reports to accurately make decisions.

10. Performs other duties as requested.



Knowledge:

- General office practices, customer service, and office equipment.

- Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.

- Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.



Skills:

- Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management.

- Decision making skills necessary for customer contacts.

- Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Proven ability to operate a CRT and PC.



Credit Check:

- Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**