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Solutions Center Representative

Tailored Management

Grandview Heights, OH

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JOB DETAILS
SALARY
$19 Per Hour
SKILLS
Background Investigation, Business Administration, Communication Skills, Computer Skills, Customer Support/Service, Customer Training, Economics, Finance, Financial Services, Fortune 500 Customers, Insurance, Insurance Sales, Leadership, Lean Manufacturing, Legal, Life Insurance, Maintain Compliance, Marketing Strategy, Onboarding, Presentation/Verbal Skills, Problem Solving Skills, Professional License, Record Keeping, Regulations, Regulatory Compliance, Regulatory Requirements, Requirements Management, Sales, Set Goals, State Laws and Regulations, Support Documentation, Telephone Skills, Writing Skills
LOCATION
Grandview Heights, OH
POSTED
8 days ago
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!

Solutions Center Representative - Life Insurance

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
Assignment Length: 6-12 months, opportunity for extension/conversion pending performance, attendance and business need
Target Start Date: 08/03/2026, 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 9:00-5:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST. No time-off allowed from 08/03-9/04.


Job Profile Summary:
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers

Key Responsibilities:
  • Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
  • Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
  • Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
  • Follows all rules and regulations to ensure compliance with Client or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
  • Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
  • Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues.
  • Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
  • Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned.
Education:
  • Recent undergraduate degree in finance, business administration, insurance, economics, communications preferred.
Experience:
  • One year of experience in customer service, sales related occupations. Candidate must be coachable, bubbly and enjoy connecting with others.
Knowledge, Skills and Ability:
  • Knowledge of various insurance products and the sales process.
  • Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
  • Understands the consequences of not following the Client rules and regulations.
  • Excellent verbal and written communication skills to effectively communicate with others.
  • Proficiency with computers and common office software.
  • Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
  • Other criteria, including leadership skills, competencies and experiences may take precedence.
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen

#TMCS

About the Company

T

Tailored Management

CONNECTING TOP TALENT WITH TOP-TIER OPPORTUNITIES

Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program in a VMS/MSP environment. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board and minimizing costs, miscommunication and delivery times. But what do we really do? We bring together the best talent with the greatest opportunities.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1968
WEBSITE
https://www.tailoredmanagement.com/