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

 

Date Posted: 02/14/2025
Hiring Organization: Rose International
Position Number: 478326
Job Title: Financial Services Representative
Job Location: Columbus, OH, USA, 43215
Work Model: Onsite
Employment Type: Temporary
Estimated Duration (In months): 3
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Customer Service, Data Entry, Finance, Insurance

 

Job Description
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)



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

Rose International maintained good communication during assignments and are very informative through email and phone calls.

Sade, Consultant

Your team at Rose International is always very helpful and responsive.

Barbara, Consultant

The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.

Sioe, Consultant

Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.

Diane, Consultant

Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.

Melvon, Consultant

EMPLOYEE COMMENTS

  • We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.