Job Description
Financial Service Representative (AZ)
Posted: Tuesday, 4/8/2025
Role: Solutions Center Representative
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Remote, but must reside in Arizona (prefer candidates who do not reside in Tucson, AZ)
Schedule: Monday – Friday, Flexible hours b/w 8:00a-8:00p EST, 38.75 hours/week
Assignment Length: 12 months, opportunity for extension/conversion pending performance, attendance and business need
Target Start Date: 6/16/2025, upon completion of new hire onboarding
Training is a total of 5 weeks. Monday-Friday 9:00-5:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST. No time-off allowed from 6/16-7/18.
*Candidate MUST have access to router when working from home. Client will provide an Ethernet cable.
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. 