Financial Services Representative

Immediate need for a talented Financial Services Representative. This is a 12+ Months Contract opportunity with long-term potential and is located in Southpark Place STE A Grove City OH (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID:24-29200

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

Key Responsibilities:

• Fulfillment: Assemble daily mailings in response to customer requests. Maintains in-house forms inventory. Process ad-hoc mailings using inserter machine. Conducts quality evaluations on work to determine and report quality control and timeliness standards. Resolves basic issues and escalates to senior team members as necessary. Responsible for the inventory levels and organization of the fulfillment area.

• Checks: Assemble and process checks requiring special handling or additional paperwork and performing underlying check support functions including, but not limited to reviewing balance sheets, research missing data, print and match accompanying paperwork and redirect overnight mailings as directed by the business. Responsible for maintaining and responding to inquiries from the group email box. Conducts quality evaluations on work to determine and report quality control and timeliness standards. Resolves basic issues and escalates to senior team members as necessary.

• Contract Issuance: Assemble private sector contracts, contract additions, and contract addendums with proper forms or disclosures in accordance with government regulations, contract provisions, internal procedures and controls and business direction. Responsible for maintaining and responding to inquiries from the NW Contracts mailbox. Conducts quality evaluations on work to determine and report quality control and timeliness standards. Resolves basic issues and escalates to senior team members as necessary.

• Statements: Under the direction of senior team members may assist with the processing of quarterly statements and underlying support functions (i.e., processing damaged statements, distribution of quality review packages, and reporting).

• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

• Efficiently operate office machinery (copiers, scanners, bindery, inserter) to complete assembly of mailings.

Key Requirements and Technology Experience:

• High school studies. Undergraduate studies desirable. License/Certification/Designation requirements.

• One or more years work experience with office related work preferred.

• Related experience in insurance, investments, or financial services desired.

• General office practices, customer service, and office equipment.

• Familiarity with filing systems, recordkeeping procedures and problem-solving techniques.

• Ability to prioritize own work within business 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.

• Proven ability to operate a PC.

Our client is a leading Insurance 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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