Financial Services Representative

Randstad is seeking an experienced Financial Services Representative to provide prompt efficient service for assigned product and/or services to internal and external customers. In this position, you will consult and interpret contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Work Schedule: 10:00am - 6:30pm, Monday through Friday. Work Location: This is a hybrid position located in Columbus, Ohio. Local candidates preferred as relocation cost reimbursement is not available.

salary: $18.99 - $19 per hour
shift: First
work hours: 10 AM - 6:30 PM
education: High School

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.
• 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.

Must Haves:

• High School diploma is required, undergraduate studies desirable.
• Participation in technical coursework such as LOMA, CLU, ChFC is desirable. NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.
• Three years work experience with two years product-related customer service work experience preferred. Work experience with undergraduate studies preferred.
• General office practices, customer service, and office equipment. 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.

The essential functions of this role include:

working in a smoke free environment

Skills

Financial Services

Customer Relations

Microsoft Office

Financial Statements

Active Listening

Sales Support

Insurance

Qualifications

Years of experience: 3 years

Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact ....

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.