Date Posted: 09/01/2026
Hiring Organization: Rose International
Position Number: 506735
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
Shift: TBD
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 3
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Customer Service, Problem Management, Verbal Communication, Written Communication
Nice To Have Skills/Attributes: Financial Analysis
Experience Desired: Experience providing customer service and responding to customer, broker, agent, or government agenc (3+ yrs); Ability to interpret and apply contract and product provisions. (1+ yrs); Industry experience is a plus (1+ yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Associate’s Degree
**C2C is not available**
Job Description
Start date: 9/28/26
Education required:
• High school studies
Education preferred:
• Undergraduate studies desirable
Required Qualifications:
• 3+ years of overall work experience.
• Experience providing customer service and responding to customer, broker, agent, or government agency inquiries.
• Ability to interpret and apply contract and product provisions.
• Experience handling financial or monetary transactions accurately.
• Strong written and verbal communication skills.
• Ability to research records and reports, identify issues, and make appropriate decisions.
• Basic mathematics and problem-solving skills.
• Ability to use PC-based systems and standard office equipment.
Preferred Qualifications:
• 2+ years of product-related customer service experience.
• Experience in the insurance or financial services industry, particularly annuities or mutual funds.
• Undergraduate studies combined with relevant work experience.
• Knowledge of insurance/financial services products, processing systems, and applicable federal and state regulations.
• LOMA, CLU, or ChFC coursework or credentials.
• NASD Series 6 and/or Series 26 certification, where applicable to the assigned product, line of business, or distribution system.
Responsibilities:
• Provide prompt and efficient service to internal and external customers for assigned products and/or service centers.
• Respond to customer, broker, agent, and government agency inquiries through oral and written communication.
• Consult with and interpret contract provisions for current and past products and assumed business.
• Assist customers with financial transactions and process monetary transactions within assigned limits.
• Maintain current knowledge of product and contract provisions, processing systems, and applicable regulations.
• Review, research, and interpret records and reports to support accurate decisions.
• Identify and resolve routine errors requiring corrective processing.
• Recognize situations requiring advanced technical knowledge or exception processing and escalate them to appropriate lead team members.
• Communicate effectively with customers, agency/brokerage representatives, service centers, sales support teams, and other industry organizations.
• Perform other duties 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.).
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
I had a very positive experience working for Rose. The entire process is very efficient and easy.
Joanne, 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
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
Your team at Rose International is always very helpful and responsive.
Barbara, Consultant
EMPLOYEE COMMENTS