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

 

Date Posted: 03/26/2025
Hiring Organization: Rose International
Position Number: 480285
Job Title: Customer Service - Financial Services Representative
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Shift: 40 hours a week. Any time from 8AM-8PM. 3 days onsite and 2 days work from home.
Employment Type: Temporary
Estimated Duration (In months): 13
Min Hourly Rate($): 18.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Customer Service, Phone Support, Written Communication
Nice To Have Skills/Attributes: Banking/Financial

 

Job Description
Start Date 5/19/2025



Schedule:

5 weeks of classroom training

Must attend 100% of Training during 5/19/2025 - 6/20/2025

M-F. Weeks 1-4 hours are 10 AM-6:30 PM EST.

Week 5 is hands on training



After training, you will be scheduled between the hours of Monday - Friday 8 AM-8 PM EST. You will work either a 1st or 2nd shift



We will teach you the systems/products so that you are prepared to take those inbound calls from members that purchased the Life Product as well as from Investment Professionals that might be calling to service for their clients.



Required Education:

· Associates or Bachelor’s Degree



Preferred Education:

· Participation in technical coursework such as LOMA, CLU, ChFC



Required Qualifications/Skills/Experience:

· Three years’ work experience with two years product-related customer service work

· General office practices, customer service, and office equipment

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



Preferred Qualifications/Skills/Experience:

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



Position Overview:

Financial Services Representative will provide prompt efficient service for assigned product and/or service center internal and external customers.

Consult and interpret contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.



Job Details:

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

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

· Assists customers with financial transactions

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

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

· Resolves routine errors requiring corrective processing

· 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.

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

· Reviews, researches, and interprets records and reports to accurately make decisions

· Performs other duties as requested



  • **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.**


 

Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

 

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About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

It is a great pleasure being a part of the Rose International Team.

Toni, Consultant

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