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

 

Date Posted: 04/24/2026
Hiring Organization: Rose International
Position Number: 500344
Industry: Insurance
Job Title: Customer Service - Financial Services Representative
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Onsite
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 9
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Banking/Financial, Customer Service
Experience Desired: Financial Services / Banking experience (2 yrs)
Required Minimum Education: Associate’s Degree

**C2C is not available**

 

Job Description
Education:

• Associate's Degree or Bachelor's Degree highly preferred.



Experience:

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

• Work experience with undergraduate studies preferred.



Essential Duties and Responsibilities:

• 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.

1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.

2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.

3. Assists customers with financial transactions.

4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.

5. Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations.

6. Resolves routine errors requiring corrective processing.

7. 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.

8. Processes monetary transactions according to policy provisions within assigned limits.

9. Reviews, researches, and interprets records and reports to accurately make decisions.

10. Performs other duties as requested.



Knowledge:

• General office practices, customer service, and office equipment.

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

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



Skills:

• Ability to prioritize own work within standards.

• 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.



Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
  • **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

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

Q'testdalir, Consultant

The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.

Sioe, Consultant

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

Sade, Consultant

You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!

Tonya, Consultant

Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.

David, Consultant

EMPLOYEE COMMENTS

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