Tailored Management · 22 hours ago
Bilingual Financial Services Representative (Boggs)
Grandview Heights, OH
Contract
Hybrid
Mid Level
$19.51/hr - $19.51/hr
3+ years expTailored Management is a leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio. They are seeking a Bilingual Financial Services Representative to assist customers with financial transactions and respond to inquiries from various stakeholders.
ConsultingHuman ResourcesInformation Technology
Responsibilities
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
Resolves routine errors requiring corrective processing
Reviews, researches, and interprets records and reports to accurately make decisions
Qualification
Required
Fluent in both Spanish and English
3 years work experience
2 years experience in financial services or customer service
High attention to detail
High school diploma required
Preferred
College degree 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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