Financial Services Representative

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 communications.

They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!

Role: Financial Services Representative
Location: Hybrid (2 days onsite, 3 days WFH) at Scottsdale, AZ
Pay Rate: $19 per hour, paid weekly
Schedule: Monday to Friday, 8:00AM - 4:30PM
Target Start Date: 12/07/2026

Role Overview:
As a Representative, you'll provide prompt, efficient service for assigned product and/or service center 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 communications.
• Assists with and processes financial transactions and contract-related requests in accordance with policy provisions and regulatory guidelines.
• Interprets and explains contract provisions for current and historical products to internal and external stakeholders.
• Reviews and resolves routine processing errors, escalating complex or exceptional cases as needed.

Education: College Degree preferred, high school diploma required.

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

Skills & Knowledge:

• General office practices, customer service, and office equipment.
• Information systems and insurance/financial services industry practices (i.e. Life Insurance) preferred.
• Effective written and oral communication skills to interact with customers, team members, and management..
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.

At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:

• Medical Coverage– HDHP, PPO, and Surest plan options
• Minimum Essential Coverage (MEC)
• Dental Insurance
• Vision Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Life & AD&D Insurance
• Critical Illness Insurance
• Accident Insurance
• Employee Assistance Program (EAP)

Credit Check: 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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