Customer Service - Financial Services Representative Jobs in USA, OH, Grandview Heights Rose International Job

Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you!As a Case Advocate on the Final Action Team, you'll be responsible for inputting newly approved life insurance policies into our administrative system.Key Responsibilities:Verifies all documents and information is complete and in good order to input.Organizes and prioritizes workload to ensure new approvals are processed, set up, and assigned in a timely manner, while maintaining communication to manage expectations appropriately.Takes proactive steps to move the process forward, including conducting regular and timely follow-up on cases as needed.Continuously looks for ways to expedite and improve our processes and services.Builds and maintains relationships with internal partners. Provides assistance/answers questions in a timely manner.Processes other similar tasks relative to role.Reporting Relationships: Reports to Manager or Director.Typical Skills and Experiences:Education: Undergraduate studies preferred.Experience: Customer service experience preferred.Knowledge, Abilities and Skills: Knowledge of general business practices; Ability to prioritize work; Ability to work independently in a fast-paced environment, maintain focus on critical deliverables, and provide extraordinary care; Ability to make decisions with moderate oversight; Solid verbal and written communication skills to interact with internal and external audiences; Ability to research issues and determine optimal resolution; Decision making skills for problem identification and correction; Discretion while handling confidential matters (e.g., medical records).Other criteria, including leadership skills, competencies and experiences may take precedence.Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partners.Values: Regularly and consistently demonstrates Client Values.Job Conditions:Overtime Eligibility: Non Exempt (Eligible)Working Conditions: Normal office environment.ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.**Only those lawfully authorized to work in the designated country associated with the position will be considered.** **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**