Solutions Center Representative - Annuities
- Columbus, OH
- Permanent
- Full-time
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: First 5 weeks from 9:00-5:30 EST
- Week 6 (Shadow Week): Monday – Friday with 8-hour shift b/t 8:00 – 8:00 EST
- Post-Training Schedule: Monday – Friday with 8-hour shift b/t 8:00 – 8:00 EST
Target Start Date: 9/8/2025, 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.
- Education: Recent degree in finance, business, insurance, economics, or communications preferred.
- Experience: 1+ year in customer service or sales; must be coachable and enjoy engaging with others.
- Skills: Strong communication, problem-solving, and computer proficiency.