Tailored Management · 16 hours ago
Financial Services Representative (Bree)
Grandview Heights, OH
Full-time
Onsite
Mid Level
$0/hr - $19/hr
3+ years expTailored Management is seeking a Financial Services Representative to provide prompt and efficient service for assigned products to internal and external customers. The role involves consulting on contract provisions, assisting with financial transactions, and maintaining up-to-date knowledge of relevant regulations.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Responds to inquiries from customers, brokers, agents, and government agencies through oral and written communication
Assists customers with financial transactions and processes monetary transactions according to policy provisions within assigned limits
Consults on contract provisions and interprets policies for customers, agents, brokers, and other departments
Maintains up-to-date knowledge of contract/product provisions, processing systems, and applicable federal and state regulations
Resolves routine errors, identifies issues requiring advanced knowledge, and refers complex situations to senior team members as needed
Qualification
Required
High school diploma or equivalent is required
Three years work experience
Proven ability to operate a CRT and PC
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques
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
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. annuities, mutual funds) preferred
Benefits
Health
Dental
Vision
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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