Job Details

Attention recent grads and December 2024 grads! Are you looking to get started at a Fortune 100 company, headquartered right here in Columbus? Our nationally-known client is looking to hire motivated individuals to get their start. No need to have any background in the specific department, as they have a fantastic training program. Please see below for the details and apply!

Financial Customer Service Representative - Life Insurance Division

Pay Rate: $19 per hour to start

Location: Hybrid (Monday/Friday: WFH, Tues - Thursday: Grandview office)

Schedule:

• Training (first 4 weeks): Monday - Friday 9:00am - 5:30pm EST
• Shadow week: Assigned 8-hour shift between 8:00am - 8:00pm EST (Monday - Friday)
• Post-training and shadow week: Monday - Friday, 8-hour shift between 8am - 8pm EST

Target Start Date: 1/13/2025

**No time-off during training period 1/6-2/7 **

Job Profile Summary:

As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success.

Key Responsibilities:

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
• Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.

Education:

• Recent undergraduate degree in finance, business administration, insurance, economics, communications preferred.