Pyramid Consulting, Inc · 5 days ago
Financial Services Representative
Grandview Heights, OH
Contract
Hybrid
Mid Level
$18/hr - $19/hr
3+ years expPyramid Consulting, Inc. is a leading Financial Industry company, and they are currently seeking a Financial Services Representative. The role involves providing efficient service to customers, interpreting contract provisions, and assisting with financial transactions.
ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
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
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 regulations6
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
Qualification
Required
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
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
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
Key Skills; Customer Service
Customer Support
High school studies
Three years' work experience with two years product-related customer service work experience preferred
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
General office practices, customer service, and office equipment
Preferred
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
Work experience with undergraduate studies preferred
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
Benefits
Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)
Company
Pyramid Consulting, Inc
Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.
5001-10000 employees
H1B Sponsorship
Pyramid Consulting, Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (178)
2024 (112)
2023 (95)
2022 (62)
2021 (50)
2020 (117)
Funding
Current Stage
Late StageLeadership Team
Ramesh Maturu
President and Co-Founder
Manish Kaushik
Chief Financial Officer
Recent News
2025-08-18
Company data provided by crunchbase