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Customer Service Representative

Tailored Management, Columbus, Ohio, United States, 43224

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Solutions Center Representative – Life Insurance Role : Solutions Center Representative - Life Insurance

Pay Rate : $19 per hour, paid weekly

Location of Assignment : Hybrid

(Monday/Thursday-Friday - Remote, Tues-Wednesday - Grandview office (H building, 3rd floor))

Schedule : Monday – Friday, Flexible hours b/w 8:00a-8:00p EST

Target Start Date : 03/09/2026, upon completion of new hire onboarding

Training : Training is a total of 5 weeks, hybrid (2 days in office (Tuesday/Wednesday) and 3 from home). Training weeks 1-1-4 is Monday-Friday 10:00-6:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST.

No time-off allowed from 3/9 - 4/10

About the Role As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities Handle inbound calls about investment plans and products. Interpret policy changes and provide expert guidance. Maintain records and use insights to enhance customer relationships. Ensure compliance with industry regulations and company policies. Educate customers on financial implications, penalties, and plan benefits. Strive for first-call resolution and collaborate on escalated cases. Participate in career development and goal-setting sessions.

What We're Looking For Education:

Recent degree in finance, business, insurance, economics, or communications. Experience:

1+ year in customer service or sales; must be coachable and enjoy engaging with others. Skills:

Strong communication, problem-solving, and computer proficiency.

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen

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