Customer Service - Financial Services Representative OH, Grandview Heights

Position: Customer Service - Financial Services Representative Jobs  OH, Grandview Heights | Rose International Job
Location: Grandview Heights

Start date:

6/30/2026

Description:

Looking for customer service representative candidates for Life New Business Phone Support team. Must have strong customer service skills and ability to build relationships with agents. Full-time candidates are needed. The candidate needs to be available to work between the hours of 11:30 am - 8:00 pm Monday through Thursday and 9:30 am - 6:00 pm Friday. No weekends.

Education:

High school studies required

Undergraduate studies desirable

Participation in technical coursework such as LOMA, CLU, ChFC desirable

Experience:

Three years work experience with two years product-related customer service work experience preferred

Work experience with undergraduate studies preferred

Knowledge:

General office practices, customer service, and office equipment

Information systems and insurance/financial services industry practices (i.e Life Insurance) preferred

Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques

Skills:

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

Summary of

Job Responsibilities:

Provides 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. The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries

2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication

3. Assists customers with financial transactions

4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units

5. Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations

6. Resolves routine errors requiring corrective processing

7. 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

8. Processes monetary transactions according to policy provisions within assigned limits

9. Reviews, researches, and interprets records and reports to accurately make decisions

10. Performs other duties as requested

• ** Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• ** Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit

here
. Should you have any questions/concerns, please contact our HR Department via our secure
website

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website

here

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise,

please contact our HR Department

Rose International has an official agreement (), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).