Financial Services Representative

Exciting opportunity at Randstad for experienced Financial Service Representatives. In this role, you'll be providing timely and efficient service to both internal and external customers across various product and service centers. Your responsibilities will include consulting on and interpreting contract provisions for both current and past products, as well as assumed business, while supporting policyholders, agents/brokers. Please note that this is a hybrid position requiring the selected candidate to work on-site two days per week. We are prioritizing local candidates as relocation cost reimbursement is not available for this position.

salary: $18.99 - $19 per hour
shift: First
work hours: 8 AM - 4:30 PM
education: Associate

Responsibilities

• Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
• Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
• Assists customers with financial transactions.
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
• Maintains current knowledge of contract and product provisions and administration of products, and the processing systems and related federal and state regulations
• Resolves routine errors requiring corrective processing.
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.

Must Have:

• Associates or Bachelor's degree.
• Three years work experience with two years product-related customer service work experience.
• General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• Decision making skills necessary for customer contacts.
• Effective written and oral communication skills to interact with customers, team members, and management.

The essential functions of this role include:

working in a smoke free environment

Skills

Financial Services

Customer Relations

Phones

Customer support

Microsoft Office

Qualifications

Years of experience: 3 years

Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact ....

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.