Financial Customer Service Representative

Attention recent grads and December 2024 grads! Are you looking to get started at a Fortune 100 company, headquartered right here in Columbus? Our nationally-known client is looking to hire motivated individuals to get their start. No need to have any background in the specific department, as they have a fantastic training program. Please see below for the details and apply!Financial Customer Service Representative - Life Insurance DivisionPay Rate: $19 per hour to startLocation: Hybrid (MondayFriday: WFH, Tues - Thursday: Grandview office)Schedule: Training (first 4 weeks): Monday - Friday 9:00am - 5:30pm ESTShadow week: Assigned 8-hour shift between 8:00am - 8:00pm EST (Monday - Friday)Post-training and shadow week: Monday - Friday, 8-hour shift between 8am - 8pm EST Target Start Date: 1132025**No time-off during training period 16-27 **Job Profile Summary: As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level productplan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.Educates customers to ensure understanding of tax implications, penaltiessurrender charges, death benefit protection, lifetime income, capital preservation andor benefits pertaining to the plancontract.Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues.Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Education: Recent undergraduate degree in finance, business administration, insurance, economics, communications preferred.

Created: 2024-11-09