Date Posted: 03/31/2026
Hiring Organization: Rose International
Position Number: 499166
Industry: Insurance
Job Title: Customer Service - Financial Services Representative
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: 2-days in the office and 3-days at home
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: Customer Service, Process Improvement, Research, Verbal Communication
Experience Desired: Banking/Finance (1 yrs); Insurance is a huge plus (1 yrs)
Required Minimum Education: Associate’s Degree
Preferred Education: Bachelor’s Degree
**C2C is not available**
Job Description
Description:
Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you!
• As a Case Advocate on the Final Action Team, you'll be responsible for inputting newly approved life insurance policies into our administrative system.
Key Responsibilities:
• Verifies all documents and information is complete and in good order to input.
• Organizes and prioritizes workload to ensure new approvals are processed, set up, and assigned in a timely manner, while maintaining communication to manage expectations appropriately.
• Takes proactive steps to move the process forward, including conducting regular and timely follow-up on cases as needed.
• Continuously looks for ways to expedite and improve our processes and services.
• Builds and maintains relationships with internal partners. Provides assistance/answers questions in a timely manner.
• Processes other similar tasks relative to role.
• Reporting Relationships: Reports to Manager or Director.
Typical Skills and Experiences:
• Education: Undergraduate studies preferred.
• Experience: Customer service experience preferred.
• Knowledge, Abilities and Skills: Knowledge of general business practices; Ability to prioritize work; Ability to work independently in a fast-paced environment, maintain focus on critical deliverables, and provide extraordinary care; Ability to make decisions with moderate oversight; Solid verbal and written communication skills to interact with internal and external audiences; Ability to research issues and determine optimal resolution; Decision making skills for problem identification and correction; Discretion while handling confidential matters (e.g., medical records).
• Other criteria, including leadership skills, competencies and experiences may take precedence.
• Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partners.
• Values: Regularly and consistently demonstrates Client Values.
Job Conditions:
• Overtime Eligibility: Non Exempt (Eligible)
• Working Conditions: Normal office environment.
• ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. - **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.).
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
I believe the best thing that Rose HR has going for it is the incredible responsiveness. Everyone is very quick to reply to any concerns, and contacts the contracted employees very quickly and efficiently.
Kevin, Consultant
Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.
Sally, Consultant
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
EMPLOYEE COMMENTS