Financial Customer Service Representative

Financial Customer Service Representative

Immediate need for a talented Financial Customer Service Representative with experience in the Insurance Industry. This is a 12+ months contract opportunity with long-term potential and is located in Columbus, OH.

Key Responsibilities:

• Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
• Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
• Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Researches and corrects errors.
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
• Performs other duties as requested.

Key Requirements and Technology Experience:

• Four years work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• Basic knowledge of contract law and the tax ramifications.
• 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.
• Decision making skills necessary for problem identification and correction.
• Ability to coordinate and conduct, direct or lead a project or the training of team members.
• Proven ability to operate a CRT and PC.
• High school studies.
• Undergraduate studies desirable.
• Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.