NEW JOB OPENING
CUSTOMER SERVICE - FINANCIAL SERVICES SPECIALIST
IN Columbus, OH, USA!

 

Date Posted: 07/09/2024
Hiring Organization: Rose International
Position Number: 467147
Job Title: Customer Service - Financial Services Specialist
Job Location: Columbus, OH, USA, 43215
Work Model: Onsite
Employment Type: Temporary
Estimated Duration (In months): 13
Min Hourly Rate($): 18.00
Max Hourly Rate($): 18.00
Must Have Skills/Attributes: Customer Service, Finance, Insurance, Investments

 

Job Description


Required Education:

• High School Diploma



Preferred Education:

• Undergraduate studies/Bachelor’s Degree

• Participation in technical coursework such as LOMA, CLU, ChFC desirable

• NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system



Required Experience:

• Four to six years’ experience in such areas as insurance, investments, or financial services



Preferred Experience:

• Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred



Required Knowledge and Skills:

• General office practices, customer service, and office equipment

• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques

• Basic knowledge of contract law and the tax ramifications

• Command of all skills necessary for oral and written communication

• Proven ability to analyze work flows, procedures, ledger accounts, administrative needs such as systems and physical resources to set work priorities that conform to established standards

• Analytical skill necessary to evaluate and recommend solutions to procedural work situations

• Act as subject expert to other employees in all aspects of policy/account contracts



Position Summary:

Provides prompt efficient service for assigned product and/or service center internal and external customers. To take a lead role in the overall administration for financial products according to the terms of the plan, contract, and administrative services agreement. Performs specialized analytical processing for policies/contracts. Oversees the handling of unusual or controversial cases. The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.



Responsibility:

• Assists in analyzing and resolving difficult problems, detailed cases, and customer service requests

• Reviews documentation, analyzes and interprets processing errors and net financial effect to the company, formulates resolution for handling processing errors, and implements necessary changes

• Corresponds and communicates with other areas within NFS, such as Financial Operations, Sales, and Systems departments

• Oversees the handling of unusual or difficult cases requiring knowledge of specialized complex subject matters relative to company policy, practices, and procedures to the appropriate section managers

• Monitors the team’s incoming work activity via daily tracking, researching all accounts exceeding contract requirements, and reports the status of those cases in accordance with established escalation procedures

• Assists in developing guidelines and controls for all procedural changes, products, and service charges and various system modifications for policy/account contracts

• Monitors the monthly team statistics regarding processing and production

• Recommends desirable procedural changes to management

• Performs other duties as requested



  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**


 

Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

 

 

About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

Rose International maintained good communication during assignments and are very informative through email and phone calls.

Sade, Consultant

I have been very pleased with my experience with Rose International. Everyone that I encountered was very helpful and courteous.

Stephanie, Consultant

My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.

Diana, Consultant

Rose International has been great to me. I thank everyone there for all of their hard work; it has not gone unnoticed.

Melody, Consultant

I am very happy with the Rose International, and the professionalism of the employees.

Robin, Consultant

EMPLOYEE COMMENTS

  • We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.