Financial Services Representative

Financial Services Representative

Immediate need for a talented Financial Services Representative. This is a 12 months contract opportunity with long-term potential and is located in Des Moines, IA (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-17642 Pay Range: $18 - $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:

• Mail Processing & Administrative Support-Sort and distribute electronic and paper mail.
• Review daily batch print jobs and route documents appropriately.
• Accurately fold, stuff, and prepare envelopes for mailing.
• Route checks and miscellaneous correspondence to designated departments.
• Type letters and process undeliverable mail.
• Transaction Processing
• Manage transactions throughout the lifecycle of bonds, including:
• New business processing
• Cancellations
• Reinstatements
• Amendments and policy updates
• Process monetary transactions according to policy provisions and assigned authority limits.
• Maintain a high degree of accuracy in transaction processing and record management.
• Resolve routine processing errors and perform corrective actions as needed.
• Customer Service & Communication
• Respond to inquiries from customers, agents, brokers, government agencies, and internal business partners.
• Communicate effectively through email, written correspondence, and phone interactions.
• Assist customers with financial transactions and account-related requests.
• Provide documentation to agents and respond to service inquiries promptly.
• Policy Administration & Research
• Interpret contract provisions for current and legacy products.
• Research records, reports, and policy information to make accurate decisions.
• Maintain knowledge of insurance and financial services products, processing systems, and applicable regulations.
• Identify situations requiring advanced technical expertise and escalate appropriately.
• Additional Duties
• Support team operations and perform other responsibilities as assigned.
• Maintain compliance with company policies, procedures, and regulatory requirements.

Key Requirements and Technology Experience:

• Skills- High School Diploma or equivalent.
• Minimum typing speed of 40 WPM.
• Proficiency in Microsoft Word and Excel.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to work independently and troubleshoot issues using available resources.
• Quick learner with the ability to adapt to new systems and processes.
• Undergraduate coursework or degree preferred.
• 2 years of product-related customer service experience preferred.
• 3 years of overall work experience preferred.
• Experience within insurance, annuities, mutual funds, or financial services industries.
• Technical coursework or certifications such as:
• LOMA
• CLU
• ChFC
• NASD Series 6 and/or Series 26 licenses preferred (may be required depending on business assignment).
• Knowledge & Skills
• General office practices and customer service principles.
• Insurance and financial services industry knowledge preferred.
• Basic mathematics and record-keeping procedures.
• Strong decision-making and problem-resolution skills.
• Ability to prioritize workload and meet established service standards.
• Experience working with office equipment, computer systems, and customer management tools.
• Work Environment
• Full-time onsite position in Des Moines, Iowa.
• Collaborative office environment requiring regular interaction with customers, agents, brokers, and internal stakeholders.

Our client is a leading Insurance and Financial Services Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.