Tailored Management
(Non-IT) Customer Service - Bilingual Financial Services Analyst - Remote
Grandview Heights, OH
Tailored Management is a global staffing firm that specializes in partnering with large organizations to provide contingent labor solutions in a VMS/MSP environment.
Job Description
(Non-IT) Customer Service - Bilingual Financial Services Analyst
Posted: Thursday, 5/22/2025
Looking for 3 bilingual customer service representative candidates for Life New Business Phone Support team. Must have strong customer service skills and ability to build relationships with agents. Full-time candidates are needed. The candidate needs to be available to work between the hours of 11:30 am - 8:00 pm Monday through Thursday and 9:30 am - 6:00 pm Friday. No weekends.
College degree preferred. Columbus area talent search due to hybrid requirement for the role/department.
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Key Responsibilities:
Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of *** products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
College degree preferred. Columbus area talent search due to hybrid requirement for the role/department.
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Key Responsibilities:
Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of *** products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
Classet is a skilled trades network. Once you have applied, A Classet recruiter will reach out within 24 hours to learn more about your career search! Classet helps everyone from experienced crafstmen & women to eager apprentices find new opportunities. We are here to help you find the right fit for your career.