Financial Service Analyst

Financial Service Analyst

Location:

Hybrid (2 days onsite, 3 days WFH), downtown Columbus office

Pay Rate: $19 per hour, paid weekly

Schedule:

8:30am - 5:00pm

Target

Start Date:

ASAP upon completion of new hire onboarding

As a Representative, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.

• Responds to inquiries from customers, brokers, agents, and government agencies through oral and written communications.
• Assists with and processes financial transactions and contract‑related requests in accordance with policy provisions and regulatory guidelines.
• Interprets and explains contract provisions for current and historical products to internal and external stakeholders.
• Reviews and resolves routine processing errors, escalating complex or exceptional cases as needed.

College Degree preferred, high school diploma required.

Three years work experience with two years product‑related customer service work experience preferred.

• General office practices, customer service, and office equipment.
• Information systems and insurance/financial services industry practices (i.e. Life Insurance) preferred.
• Effective written and oral communication skills to interact with customers, team members, and management.
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.

Credit Check:
Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.