Financial Services Representative

• Downtown Columbus, OH
• Scottsdale, AZ: 18700 North Hayden Road

Position Summary:
Provides prompt, efficient service for assigned product 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.

• Education: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred

• Experience: Three years work experience with two years product-related customer service work experience preferred.
• Skills:
  • Knowledge of general office practices, customer service, office equipment, and familiarity with insurance/financial services industry practices (e.g., annuities, mutual funds).
  • Strong problem-solving skills, basic mathematics, and proficiency in office filing systems and record-keeping procedures.
  • Effective written and oral communication skills for interacting with customers, team members, and management, along with the ability to prioritize tasks.

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.

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