Solutions Center Representative

Tailored Management

🇺🇸 United States

Hybrid

1 week ago

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!

Solutions Center Representative - Private Retirement
Location:Hybrid at 1000 Yard Street, Building H, Grandview Heights, OH
Pay Rate:$19/hour, paid weekly
Schedule: Training:10:00am – 5:30pm EST, Monday – Friday
Post-training: Shifts range between 8am-11pm EST Monday – Friday, 9am – 6pm EST Saturdays (once every 2 months)
Target Start Date:09/07/2026, pending completion of new hire onboarding

Position Summary:
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities:

Handle inbound calls from members, partners and financial professionals
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 with internal teams on escalated cases when needed
Participate in career development and goal-setting sessions

Qualifications

Education: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred
Experience: 1+ year in customer service or sales
Skills:
- Knowledge of various insurance products and the sales process
- Solid understanding of legal implications of certain product features in different states
- Strong communication and problem-solving abilities
- 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.

Solutions Center Representative · Tailored Management

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