Customer Service- Bilingual Financial Services Analyst

Immediate need for a talented Customer Service- Bilingual Financial Services Analyst. This is a 18+ Months Contract opportunity with long-term potential and is located in Grandview Heights, OH(Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID:24-41252

Pay Range: $17 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

• As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer.
• You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
• Processes business requests according to government regulations, contract provisions and internal procedures and controls.
• Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Maintains current knowledge of contract and product provisions, administration of Client s products, processing systems and related federal and state regulations.
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units.
• Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.

Key Requirements and Technology Experience:

• High school studies.
• Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• Looking for bilingual candidates; customer service representatives for Life New Business phone team.
• Must be fluent in Spanish.
• Must have strong customer service skills and ability to build relationships with agents.
• Things to consider:
• First 8 weeks (including training) will be in-office full time, no exceptions
• Transition to Hybrid schedule will start after first 8 weeks.
• Typically, 2 months of a 2/3 schedule (WFO/WFH).
• Fully transitioned to 1/4 schedule based on performance
• Hours during training = 9:00AM to 4:30PM
• Hours after training = anytime between 11:00AM to 8:00PM
• Typically consider conversion, based on performance, after 9-12 months in the role
• The candidate needs to be available to work between the hours of 11:30 to 8:00 pm Monday thru Thursday and Friday 9:30 to 6:00 pm. No weekends.

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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