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

 

Date Posted: 03/13/2025
Hiring Organization: Rose International
Position Number: 479627
Job Title: Financial Services Representative
Job Location: Columbus, OH, USA, 43215
Work Model: Onsite
Employment Type: Temp to Hire
Estimated Duration (In months): 13
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Customer Service, Data Entry
Nice To Have Skills/Attributes: Banking/Financial, Hospitality, Insurance, Insurance – Billing, Insurance – Life, Insurance – Policy Issuance, Insurance – Quoting, Insurance License, Sales

 

Job Description


Required Education:

• High School Diploma with 2+ years of banking, Financial or non-medical insurance experience



Preferred Education:

• Associates or Bachelor’s Degree a plus, not required

• Participation in technical coursework such as LOMA, CLU, ChFC are a plus



Required Qualifications/Skills/Experience:

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

• General office practices, customer service, and office equipment

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

• 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



Preferred Qualifications/Skills/Experience:

• Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) are a plus.



This Financial Services Representative will be responsible for supporting Digital Adoption efforts which entail responding to incoming calls and emails from Plan Sponsors as well as initiating outbound calls to plans who have not yet adopted the use of the Plan Sponsor website.



Job Details:

• Provides prompt efficient service for assigned product and/or service center internal and external customers

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

• 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

Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.

Sally, 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

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

Sade, Consultant

It was great working for Rose International. Everyone was extremely helpful.

Rosann, Consultant

Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.

Samba, Consultant

EMPLOYEE COMMENTS

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