Solutions Center Rep - Bilingual

Solutions Center Rep - Bilingual

Immediate need for a talented Solutions Center Rep - Bilingual. This is a 12 Months Contract opportunity with long-term potential and is located in US (Remote).

Job ID:26-26221 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:

• Respond professionally and efficiently to incoming calls and inquiries from members, plan sponsors, investment professionals, and other business partners.
• Provide accurate information and assistance regarding retirement plans, insurance products, account inquiries, plan fees, contracts, and related services.
• Develop and maintain a strong understanding of current and legacy products that require ongoing servicing.
• Interpret and apply product changes, enhancements, procedures, and daily communications to customer interactions.
• Identify the underlying needs of customers and provide proactive, consultative assistance.
• Educate customers regarding applicable tax implications, penalties, surrender charges, death benefits, lifetime income options, capital preservation, and other plan or contract provisions.
• Analyze customer issues and determine the appropriate course of action, with an emphasis on achieving first-contact resolution whenever possible.
• Collaborate with internal business partners and departments to research and resolve complex or escalated issues.
• Accurately document customer interactions and maintain appropriate records in accordance with established procedures.
• Comply with all applicable FINRA requirements, professional licensing standards, company policies, plan documents, and applicable state and local laws.
• Participate in team meetings, problem-solving initiatives, training sessions, and continuous improvement activities.
• Maintain current knowledge of products, processes, regulations, and service procedures.
• Participate in regular meetings with leadership to establish performance objectives, professional development goals, and career growth plans.
• Perform additional duties and responsibilities as assigned.

Key Requirements and Technology Experience:

• Must have associate or bachelor's degree.
• Minimum of one year of experience in customer service, sales, call center operations, financial services, insurance, banking, or a related field.
• Excellent verbal and written communication skills.
• Strong customer service, analytical, and problem-solving abilities.
• Proficiency with computers and standard office applications.
• Ability to learn and apply complex product, plan, contractual, and regulatory information.
• Strong attention to detail and ability to follow established procedures and compliance requirements.
• Bachelor's degree in finance, Business Administration, Insurance, Economics, Communications, or a related discipline.
• Previous experience in retirement services, financial services, insurance, banking, or investment-related customer service.
• Strong verbal and written communication skills with the ability to communicate effectively with a diverse range of customers.
• Ability to explain complex financial, insurance, and retirement concepts in a clear and understandable manner.
• Strong analytical and critical-thinking skills.
• Excellent attention to detail and commitment to accuracy.
• Ability to manage multiple inquiries and priorities in a fast-paced environment.
• Ability to work independently as well as collaboratively within a team.
• Demonstrated commitment to providing a high level of customer service.
• Ability to understand and adhere to applicable regulatory and compliance requirements.
• Willingness and ability to continuously learn new products, processes, technologies, and regulations.

Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions.