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 Grandview Heights, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job
-33534 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).

• Receives and responds to incoming customer/broker/agent/government agency inquiries.
• Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
• Assists customers with financial transactions.
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
• Maintains current knowledge of contract and product provisions and administration of client products, and the processing systems and related federal and state regulations.
• Resolves routine errors requiring corrective processing.
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
• Processes monetary transactions according to policy provisions within assigned limits.
• Reviews, researches, and interprets records and reports to accurately make decisions.
• Performs other duties as requested.

• Key
  
  Skills:
  
  Candidate must have 2+ years of experience.
• High school studies. Undergraduate studies desirable.
• Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.
• Three years work experience with two years product-related customer service work experience preferred.
• Work experience with undergraduate studies preferred.
• General office practices, customer service, and office equipment.
• Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• Ability to prioritize own work within standards.
• Effective written and oral communication skills to interact with customers, team members, and management.
• Decision making skills necessary for customer contacts.
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
• Proven ability to operate a CRT and PC.
• 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.