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

 

Date Posted: 09/17/2026
Hiring Organization: Rose International
Position Number: 507678
Industry: Insurance
Job Title: Customer Service - Financial Services Representative
Job Location: Columbus, OH, USA, 43215
Work Model: Hybrid
Work Model Details: 2-days in the office and 3-days at home
Shift: Mondays: 8:30 - 5:30 Tues - Friday: 8:30 - 5:00 Tues and Wed in office days
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 13
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Communications, Customer Service, Data Entry, Verbal Communication
Experience Desired: Experience with two years product-related customer service work (2+ yrs); Strong written and verbal communication skills. (1+ yrs); Experience in insurance, annuities, mutual funds, or financial services. (1+ yrs)
Required Minimum Education: Associate’s Degree
Preferred Education: Bachelor’s Degree
Preferred Certifications/Licenses: LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred

**C2C is not available**

 

Job Description
Start date: 10/5/26



Required Education:

• Undergraduate studies



Preferred Certifications:

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



Required Qualifications:

• Three years’ work experience with two years product-related customer service work experience preferred

• Strong written and verbal communication skills.

• Customer-service and problem-solving skills.

• Ability to prioritize and manage assigned workload within established standards.

• Ability to research information, evaluate problems, make decisions, and determine appropriate customer actions.

• Basic mathematics and recordkeeping skills.

• Ability to operate a PC/CRT and standard office systems.

• Ability to process transactions accurately within assigned authority limits.



Preferred Qualifications:

• Experience in insurance, annuities, mutual funds, or financial services.

• Knowledge of insurance/financial product administration and processing systems.

• Experience supporting agents, brokers, service centers, sales support teams, and external customers.

• Familiarity with federal and state regulations affecting assigned products.

• FINRA Series 6 and/or Series 26, when applicable.

• LOMA, CLU, or ChFC coursework/certification.



Responsibilities:

• Respond promptly and efficiently to customer, broker, agent, government agency, and internal service-center inquiries.

• Communicate with policyholders, agencies/brokerages, service centers, sales-support teams, internal business units, and other industry organizations through oral and written channels.

• Assist customers with financial and monetary transactions in accordance with applicable policy provisions and authorization limits.

• Consult, research, and interpret current and historical contract/product provisions for policyholders, agents, brokers, and internal operating units.

• Maintain current knowledge of insurance products, contract provisions, processing systems, and applicable federal/state regulations.

• Identify and resolve routine errors through appropriate corrective processing.

• Review records and reports, conduct research, analyze inquiries, and make accurate decisions.

• Identify situations requiring advanced technical expertise or exception processing and escalate to lead team members when appropriate.

• Perform additional duties and responsibilities as assigned.
  • **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.).

 

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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

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

Robin, Consultant

As a contractor, I have to say that Rose International was by far the best agency I have worked for.

Q'testdalir, Consultant

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

Stephanie, Consultant

Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.

Diana, Consultant

Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.

Samba, Consultant

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