Tailored Management · 1 week ago
Financial Services Representative - Life New Business
Grandview Heights, OH
Full-time
Hybrid
Mid Level
$0/hr - $19/hr
3+ years expTailored Management is a leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio. They are seeking a Financial Services Representative to provide prompt, efficient service for assigned products and services to internal and external customers, interpreting contract provisions and assisting with financial transactions.
ConsultingHuman ResourcesInformation Technology
Responsibilities
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
Qualification
Required
High school diploma
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
General office practices, customer service, and office equipment
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
Preferred
College Degree
Three years work experience with two years product-related customer service work experience
Information systems and insurance/financial services industry practices (i.e. Life Insurance)
Effective written and oral communication skills to interact with customers, team members, and management
Company
Tailored Management
Tailored Management is a staffing and recruiting company that offers information technology staffing and recruitment services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Anderson
Managing Partner & Client Relations Executive
Savannah Deskins
Manager, Administration & Office of the CEO
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