Date Posted: 05/27/2025
Hiring Organization: Rose International
Position Number: 483282
Industry: Insurance
Job Title: Financial Services Representative
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: 2 Day Onsite/3 Days Remote
Shift: 11:30 am - 8:00 pm Mon-Thur and 9:30 am - 6:00 pm Fri
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: Banking/Financial, Customer Service, Data Entry, Written Communication
Experience Desired: ExpDe::Customer service experience in a transaction-based environment. (Yrexp::3 yrs)
Required Minimum Education: Associate’s Degree
Preferred Education: Bachelor’s Degree
Job Description
Required Education:
• Associates' or Bachelor's Degree
Required Skills and Experience:
• Three years’ work experience with two years product-related customer service work experience
• General office practices, customer service, and office equipment
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques
• Effective written and oral communication skills to interact with customers, team members, and management
• Decision making skills necessary for customer contacts
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action
• Proven ability to operate a CRT and PC
Preferred Skills and Experience:
• Information systems and insurance/financial services industry practices (i.e. Life Insurance)
Position Overview:
Provides 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. 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.
Job Details:
• Receives and responds to incoming customer/ broker/ agent/ government agency inquiries
• Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication
• Assists customers with financial transactions
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units
• Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations
• Resolves routine errors requiring corrective processing
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary
• Processes monetary transactions according to policy provisions within assigned limits
• Reviews, researches, and interprets records and reports to accurately make decisions
• 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.).
I had a very positive experience working for Rose. The entire process is very efficient and easy.
Joanne, Consultant
Rose International maintained good communication during assignments and are very informative through email and phone calls.
Sade, Consultant
As a contractor, I have to say that Rose International was by far the best agency I have worked for.
Q'testdalir, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, 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
EMPLOYEE COMMENTS