Financial Services Representative

Financial Service Representative

Immediate need for a talented Financial Service Representative. This is a 06 months contract opportunity with long-term potential and is located in Grandview Heights, OH (Hybrid).

Pay Range: $18/hr - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Respond to customer, broker, agent, and government agency inquiries via phone and written communication.
• Assist customers with financial and policy-related transactions.
• Interpret insurance and financial product contract provisions.
• Research and resolve routine customer issues and processing errors.
• Review records and reports to make accurate service decisions.
• Escalate complex issues requiring advanced technical knowledge when necessary.
• Process monetary transactions within authorized limits.
• Maintain knowledge of products, systems, and applicable federal and state regulations.
• Collaborate with internal teams and external partners to ensure excellent customer service.

Key Requirements and Technology Experience:

• High School Diploma or equivalent.
• Strong customer service and communication skills.
• Basic mathematical and problem-solving abilities.
• Proficiency with PC applications and office systems.
• Ability to prioritize work and make sound decisions.
• 2 years of customer service experience, preferably in financial services, insurance, annuities, or mutual funds.
• Undergraduate studies preferred.
• LOMA, CLU, or ChFC coursework preferred.
• NASD Series 6 and/or 26 certifications preferred (may be required based on business needs).
• Excellent verbal and written communication.
• Strong analytical and problem-solving abilities.
• Attention to detail and accuracy.
• Customer-focused mindset.
• Ability to work effectively in a fast-paced environment.
• Credit check and/or background check required due to fiduciary responsibilities.
• Weekly timesheet submission required.
• No travel required.