Customer Service- Financial Services Representative

Immediate need for a talented Customer Service- Financial Services Representative. This is a 12+months contract opportunity with long-term potential and is located in Scottsdale, AZ (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:24-42431

Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

• Reviews and processes routine applications, registrations, contracts, and/or appointments and maintenance requests consistent with approved standards and practices.
• Assists in implementing customary changes in insurance licensing requirements based on changes in laws, regulations, or company policies.
• Maintains databases and related background information and files for assigned states, operation, and/or distribution channel.
• Updates and distributes licensing/appointment requirements and procedures manuals.
• Assists internal and external customers on the licensing requirements and registration process, furnishing materials, and submitting forms and fees to state department of insurance and/or other regulatory agencies.
• Complies with routine licensing laws and regulations.
• Serves as liaison between licensing and internal and external customers in regard to license issues via phone calls and email. Provides related customer service to internal and external departments to ensure that all applications are processed correctly and in a timely manner.
• Performs other duties as assigned.

Key Requirements and Technology Experience:

• Key Skills: Insurance, Finance, Customer Service.
• Education: High school diploma or equivalent. College degree preferred but not required. Industry related coursework preferred.
• Ability to effectively operate a personal computer with related business and licensing software.
• Oral and written communication skills for contact with agents, brokers and regulatory agencies.

Our client is a leading Banking 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, colour, 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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