FINANCIAL SERVICES ANALYST
IN GRANDVIEW HEIGHTS, OH, USA!
Date Posted: 07/07/2025
Hiring Organization: Rose International
Position Number: 485090
Industry: Insurance
Job Title: Financial Services Analyst
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: Two days work onsite, 3 days work from home
Shift: First Shift
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 16.50
Max Hourly Rate($): 17.00
Must Have Skills/Attributes: Customer Service, Data Entry, Written Communication
Nice To Have Skills/Attributes: Banking/Financial
Experience Desired: Banking or Financial Services Industry Experience Desired (1 yrs)
Required Minimum Education: High School Diploma or equivalent
Job Description
This role is hybrid. Tuesday and Wednesday work onsite. Monday, Thursday, and Friday work from home.
This role is handling outbound calls, documentation, and some processing.
Education:
High school studies.
Experience:
Looking for someone with strong customer service experience, processing, and phone calls/outgoing calls experience.
Four years work experience.
Preferred:
Insurance background is a plus and not required.
Bachelor's degree is a bonus and not required.
Knowledge:
General office practices, customer service, and office equipment.
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Skills:
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management.
Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Decision making skills necessary for problem identification and correction. Ability to coordinate and conduct, direct or lead a project or the training of team members.
Proven ability to operate a CRT and PC.
Summary of Job Responsibilities:
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Designs and administers plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants.
Coordinates full communication between contract holders, producers, and with internal Client departments.
The following duties cover what are generally believed to be principal and essential functions of the job.
1. Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
2. Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
3. Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
4. Compiles management information such as contract and sold case activity as needed by internal management.
5. Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
6. Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
7. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
8. Researches and corrects errors.
9. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
10. Responsible for research and drafting of written responses to NASD and Client formal complaints.
11. Performs other duties as requested.
**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 . Should you have any questions/concerns, via our secure .
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' .
IN GRANDVIEW HEIGHTS, OH, USA!
Date Posted: 07/07/2025
Hiring Organization: Rose International
Position Number: 485090
Industry: Insurance
Job Title: Financial Services Analyst
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: Two days work onsite, 3 days work from home
Shift: First Shift
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 16.50
Max Hourly Rate($): 17.00
Must Have Skills/Attributes: Customer Service, Data Entry, Written Communication
Nice To Have Skills/Attributes: Banking/Financial
Experience Desired: Banking or Financial Services Industry Experience Desired (1 yrs)
Required Minimum Education: High School Diploma or equivalent
Job Description
This role is hybrid. Tuesday and Wednesday work onsite. Monday, Thursday, and Friday work from home.
This role is handling outbound calls, documentation, and some processing.
Education:
High school studies.
Experience:
Looking for someone with strong customer service experience, processing, and phone calls/outgoing calls experience.
Four years work experience.
Preferred:
Insurance background is a plus and not required.
Bachelor's degree is a bonus and not required.
Knowledge:
General office practices, customer service, and office equipment.
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Skills:
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management.
Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Decision making skills necessary for problem identification and correction. Ability to coordinate and conduct, direct or lead a project or the training of team members.
Proven ability to operate a CRT and PC.
Summary of Job Responsibilities:
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Designs and administers plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants.
Coordinates full communication between contract holders, producers, and with internal Client departments.
The following duties cover what are generally believed to be principal and essential functions of the job.
1. Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
2. Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
3. Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
4. Compiles management information such as contract and sold case activity as needed by internal management.
5. Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
6. Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
7. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
8. Researches and corrects errors.
9. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
10. Responsible for research and drafting of written responses to NASD and Client formal complaints.
11. Performs other duties as requested.
**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 . Should you have any questions/concerns, via our secure .
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' .
Job ID: 484712671
Originally Posted on: 7/10/2025
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