Solutions Center Representative

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 and studying to take the SIE/Series 6 Examinations. This role will focus exclusively on paperwork fulfillment during the busy season in January and February, with phone training beginning in mid-February once the busy season ends.

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: Solutions Center Representative - Ohio Deferred Public Retirement
Pay Rate: $19 per hour, paid weekly
Location of Assignment: 257 E. Town Street, Suite 457, Columbus, OH, 43215
Schedule: 40 hours/week
Assignment Length: 4-6 months, opportunity for extension/conversion pending performance, attendance, and business need
Target Start Date: 11/30/2026, upon completion of new hire onboarding

Position will be fully onsite until (if/when) candidate is converted into full-time Employee. Once converted, position would move hybrid, working both onsite and from home.

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 and studying to take the SIE/Series 6 Examinations.

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
• This role will focus exclusively on paperwork fulfillment during the busy season in January and February, with phone training beginning in mid-February once the busy season ends.

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

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)

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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