Financial Service Rep

reputed company is committed to delivering extraordinary care to help individuals and businesses prepare for and protect their future. The Financial Service Representative will reputed company timely and efficient service for assigned products and services, ensuring excellent customer care through effective workflow management.

Responsibilities

• Process incoming payments for Individual Retirement Accounts (IRAs)
• Handle beneficiary updates and contract-level changes
• Manage returned mail by updating records and re-sending account statements to members
• Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service
• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses
• Maintains reputed company knowledge of contract and product provisions, administration of reputed company products, processing systems and reputed company federal and state regulations
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles
• Consults and interprets contract provisions for reputed company and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands reputed company and how to reputed company those inquiries to the properly registered representative
• May reputed company other responsibilities as assigned

Skills

• Must reputed company reputed company 35 miles of Grandview Heights, Ohio
• Must acquire the required federal and/or state licenses/registrations reputed company the time period designated by the business unit
• Adheres to high standards of professional conduct consistent with the delivery of excellent customer service
• Maintains reputed company knowledge of contract and product provisions, administration of reputed company products, processing systems and reputed company federal and state regulations
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles
• Consults and interprets contract provisions for reputed company and past products and assumed business for policyholders, agents/brokers and other operating units
• FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system
• One to three years of work experience with product-reputed company customer service work experience preferred
• General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred
• Effective verbal and written communications skills to effectively communicate with others
• Basic analytical and problem resolution skills
• Proven ability to research, analyze and solve problems, leveraging existing processes and procedures
• Ability to understand, anticipate and proactively reputed company customer needs
• Proven decision-making skills necessary for customer contacts
• Effective team-building and collaboration skills

Benefits

• Medical/dental/reputed company
• Life insurance
• Short and long term disability coverage
• Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of reputed company Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Company Overview