Financial Services Representative (Bree)

Financial Service Representative - Annuity New Business
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Hybrid, 1000 Yard Street, H Building, Grandview Heights, Columbus OH, 43212
Schedule: Monday – Thursday 8a-6p, Friday 8a-4p
Target Start Date: 02/23/2025, upon completion of new hire onboarding
Benefits: Health, Dental, Vision

Position Summary:
Provides prompt, efficient service for assigned products internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other enterprise operating units.

Key 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.

Qualifications

• Education: High school diploma or equivalent is required; Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.

• Experience: Three years work experience with two years product-related customer service work experience preferred.

• Skills: 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.
• Proven ability to operate a CRT and PC.

Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.