Tailored Management · 1 day ago
Financial Services Representative (Mooney - OH)
Grandview Heights, OH
Full-time
Hybrid
Mid Level
$0/hr - $19/hr
3+ years expTailored Management is seeking a Financial Services Representative to provide prompt and efficient service to internal and external customers. The role involves consulting on contract provisions, interpreting policies, and assisting customers with financial transactions while maintaining 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
Knowledge of general office practices, customer service, office equipment, and familiarity with insurance/financial services industry practices (e.g., annuities, mutual funds)
Strong problem-solving skills, basic mathematics, and proficiency in office filing systems and record-keeping procedures
Effective written and oral communication skills for interacting with customers, team members, and management, along with the ability to prioritize tasks
Preferred
Recent degree in finance, business, insurance, economics, or communications preferred
Two years product-related customer service work experience preferred
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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