Customer Service - Financial Services Analyst

Immediate need for a talented Customer Service - Financial Services Analyst. This is a 12+ Months Contract opportunity with long-term potential and is located in Franklin County, OH (Remote). Please review the job description below and contact me ASAP if you are interested.

Job ID:24-40137

Pay Range: $17.50/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.
 
Key Responsibilities:

• 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.
• Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
• Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Researches and corrects errors.
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
• Responsible for research and drafting of written responses to NASD and client formal complaints.
• Performs other duties as requested.

Key Requirements and Technology Experience:

• Skills-Financial/Insurance Background,Customer Service and Bachelor degree preferred.
• 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.
• 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, 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.
• High school studies. Undergraduate studies desirable.
• Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• NASD series 6 and/or 26 preferred and may be required based on assigned product/line-of-business or distribution system.

Our client is a leading Financial services Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
 
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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