Financial Service Representative

Financial Service Representative
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Hybrid (Monday/Thursday-Friday - Remote, Tues-Wednesday - Grandview office (H building, 3rd floor))
Schedule: Monday – Friday, Flexible hours b/w 8:00a-8:00p EST, 38.75 hours/week
Target Start Date: 10/20/2025, upon completion of new hire onboarding

Training is a total of 5 weeks, hybrid (2 days in office (Tuesday/Wednesday) and 3 from home). Training weeks 1-1-4 is Monday-Friday 10:00-6:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST. No time-off allowed from 10/20-11/24.

*Candidate MUST have access to router. Client will provide an Ethernet cable.
**Candidate MUST review

prior to interview with hiring team.

Position Summary:
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities:

• Handle inbound calls from members, partners and financial professionals
• Interpret policy changes and provide expert guidance
• Maintain records and use insights to enhance customer relationships
• Ensure compliance with industry regulations and company policies
• Educate customers on financial implications, penalties, and plan benefits
• Strive for first-call resolution and collaborate with internal teams on escalated cases when needed
• Participate in career development and goal-setting sessions

Qualifications

• Education: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred
• Experience: 1+ year in customer service or sales
• Skills:
  • Knowledge of various insurance products and the sales process
  • Solid understanding of legal implications of certain product features in different states
  • Strong communication and problem-solving abilities
  • Computer proficiency

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.
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