Customer Service - Financial Services Analyst - Rose International

Location: Grandview Heights, OH which is located just outside downtown Columbus, OH. Client offers free parking access.
Schedule: This position is hybrid. 4 days work onsite and 1 day work from home.
Note: Worker must have a dedicated office space at home and reliable high speed internet when he/she works one day a week at home.

Core Hours of Operation: 9:00 AM to 5:30 PM EST. Occasional weekend might be needed.

Looking for a candidate who is detail oriented and can type well. Nice to have banking / financial services background.

Summary of Job Responsibilities:
Provides prompt efficient service for assigned product and/or service center internal customers.
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.
Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

1. Prepares all materials to establish new plans and set up appropriate records: employee communications and client administrative guide, 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 deposits and contract changes. Requests additional information when necessary.
4. Compiles management information such as contract and sold case activity as needed by internal management.
5. Communicates with other departments 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.
11. Performs other duties as requested.

Experience:
Four years work experience. Work experience with undergraduate studies preferred.

Knowledge:
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.
Basic knowledge of contract law and the tax ramifications.

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.

Education:
Bachelor's Degree highly desirable.

Benefits:

For information and details on employment benefits offered with this position, please visit here .Should you have any questions / concerns, please contact our HR Department via our secure website .

California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender(expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law.Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).