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Solutions Center Representative

Tailored Management Services

Solutions Center Representative - Private Retirement

A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!

Location: Hybrid at 1000 Yard Street, Building H, Grandview Heights, OH

Pay Rate: $19/hour, paid weekly

Schedule: Training: 10:00am 5:30pm EST, Monday Friday

Post-training: Shifts range between 8am-11pm EST Monday Friday, 9am 6pm EST Saturdays (once every 2 months)

Target Start Date: 09/07/2026, pending completion of new hire onboarding

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.

Tailored Management Services
Vacancy posted 4 days ago
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