Job Description
Financial Service Representative (OH)
Posted: Monday, 5/12/2025
Solutions Center Representative - Public Sector Retirement
Location: Hybrid in downtown Columbus location
Pay: $19/hr
Expected start date: 5/12/2025, pending completion of interview and new hire onboarding
Schedule: - Training (first 6 weeks): Monday - Friday 8AM - 4:30PM
- Post-training: 8-hour shift during business hours Monday - Friday 8AM - 11PM ; Occasionally Saturday from 9:00AM - 6:00PM
Position Summary:
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.
Key Responsibilities: - Handle inbound calls from members, partners and financial professionals
- 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 with internal teams on escalated cases when needed
- Participate in career development and goal-setting sessions
Qualifications
- Education: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred
- Experience: 1 year in customer service or sales
- Skills:
- Knowledge of various insurance products and the sales process
- Solid understanding of legal implications of certain product features in different states
- Strong communication and problem-solving abilities
- 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 