NEW JOB OPENING
CUSTOMER SERVICE - FINANCIAL SERVICES REPRESENTATIVE
IN Des Moines, IA, USA!

 

Date Posted: 09/03/2026
Hiring Organization: Rose International
Position Number: 506921
Industry: Insurance
Job Title: Customer Service - Financial Services Representative
Job Location: Des Moines, IA, USA, 50391
Work Model: Onsite
Shift: 8:00AM-4:30PM
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 10
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Call Center, Customer Service, Office Skills, Phone Support
Experience Desired: Knowledge of general office practices and customer service (3+ yrs); Effective written and oral communication skills (1+ yrs); Phone Support is a huge plus (1+ yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Associate’s Degree

**C2C is not available**

 

Job Description
Start date: 10/5/26



Required Education:

• High School Diploma or equivalent



Preferred Education:

• Undergraduate studies in Business, Finance, Insurance, or a related field



Required Qualifications:

• 3+ years of overall work experience

• Knowledge of general office practices, customer service, and office equipment

• Knowledge of basic mathematics, familiarity with office filing systems, record-keeping procedures, and problem-solving techniques

• Ability to prioritize own work within established standards

• Effective written and oral communication skills to interact with customers, team members, and management

• Sound decision-making skills necessary for customer contacts

• Ability to identify and evaluate problems, analyze customer inquiries, and determine appropriate action

• Proven ability to operate a CRT and PC

• Ability to pass a valid credit check and/or background check due to fiduciary accountabilities



Preferred Qualifications:

• Two years of product-related customer service work experience

• Work experience paired with undergraduate studies

• Knowledge of information systems and insurance/financial services industry practices (e.g., annuities, mutual funds)



Responsibilities:

• Provide prompt and efficient service to internal and external customers, policyholders, agents, brokers, and other stakeholders

• Receive, research, and respond to customer, broker, agent, and government agency inquiries through oral and written communication

• Consult and interpret contract provisions for current, past, and assumed business products

• Assist customers with financial transactions and process monetary transactions within assigned limits

• Maintain current knowledge of product and contract provisions, processing systems, and applicable federal and state regulations

• Review and interpret records and reports to make accurate decisions and resolve routine errors

• Identify situations requiring advanced technical knowledge or exception processing and escalate them to appropriate lead team members

• Prioritize work effectively while maintaining established service and quality standards

• Apply problem-solving and decision-making skills to determine appropriate actions for customer inquiries

• Operate PC/CRT systems and standard office equipment while maintaining accurate records and documentation

• 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.).

 

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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

It is a great pleasure being a part of the Rose International Team.

Toni, 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

Your team at Rose International is always very helpful and responsive.

Barbara, Consultant

It was great working for Rose International. Everyone was extremely helpful.

Rosann, 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

EMPLOYEE COMMENTS

  • We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.