Solutions Center Representative
Job Description
Provide timely, accurate assistance to members regarding annuity plans
Solutions Center Representative – Annuities
They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Hybrid (2 days in the office and 3 days at home), Grandview Yard office: 1000 Yard. St., Columbus, OH 43212 (H building, 3rd floor)
Schedule:
- Training: Initial training period is 6-weeks from 9:30am-6:00pm EST.
- Hybrid: 2-days in the office and 3-days at home.
- Week 6 (Shadow Week): Monday – Friday with 8-hour shift b/t 8:00 – 8:00 EST
- Post Training Schedule is Hybrid. 2-days in the office and 3-days at home.
- Also, after the training period, it will be a variable schedule and the shift could be any time between 8:00 AM and 8:00 PM EST, Monday – Friday and can change from week to week.
Assignment Duration: 12 months, with potential for extension/conversion depending on performance, attendance and business need
Target Start Date: 08/10/2026, upon completion of new hire onboarding
Benefits: Health, Dental, Vision *Candidate MUST have access to router. Client will provide an Ethernet cable.*
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
Handle inbound calls about investment plans and products, Interpret policy changes and provide expert guidance, Maintain records and use insights to enhance customer relationships, Educate customers on financial implications, penalties, and plan benefits, Strive for first-call resolution and collaborate on escalated cases
