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Customer Service Representative (Remote) (United States)

Full-time

Tailored Management

They are on your side! 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!

Solutions Center Representative – Public Retirement

Location of Assignment: 100% WFH

Pay: $19/hr , paid weekly

Expected start date: 10/26/2026, pending completion of interview and new hire onboarding

Schedule:

  • Training (first 6 weeks): Monday - Friday 9AM - 5:30PM EST.
  • Post-training: 8-hour shift during business hours Monday - Friday 8AM - 11PM EST; Occasionally Saturday from 9:00AM - 6:00PM EST.

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:

  • Candidates with an active insurance license are also encouraged to apply.
  • 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

Education: A recent degree in Finance, Business, Insurance, Economics, Communications, or a related field is preferred.

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.

Vacancy posted more than 2 months ago

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