Financial Services Analyst

Full Time, onsite
Pyramid Consulting, Inc.
Hybrid, United States of America

Salary undisclosed

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Immediate need for a talented Financial Services Analyst. This is a 06+months contract opportunity with long-term potential and is located in Columbus OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:25-60697

Pay Range: $15 - $17/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan .

Key Responsibilities:

Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
Compiles management information such as contract and sold case activity as needed by internal management.
Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Researches and corrects errors.
Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
Responsible for research and drafting of written responses to NASD and formal complaints.
Performs other duties as requested.

Key Requirements and Technology Experience:

Key Skills:Financial/ Insurance background ,Calls handling ,Customer Service .
Four years work experience. Work experience with undergraduate studies preferred.
Knowledge: General office practices, customer service, and office equipment.
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Basic knowledge of contract law and the tax ramifications.
Ability to prioritize own work within 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, analyze customer inquiries, and determine the appropriate action.
Decision making skills necessary for problem identification and correction.
Ability to coordinate and conduct, direct or lead a project or the training of team members..
Proven ability to operate a CRT and PC. Remote allowed.
High school studies. Undergraduate studies desirable.
Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred and may be required based on assigned product/line-of-business or distribution system.

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, 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.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

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Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
Compiles management information such as contract and sold case activity as needed by internal management.
Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Researches and corrects errors.
Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
Responsible for research and drafting of written responses to NASD and formal complaints.
Performs other duties as requested.

Key Requirements and Technology Experience:

Key Skills:Financial/ Insurance background ,Calls handling ,Customer Service .
Four years work experience. Work experience with undergraduate studies preferred.
Knowledge: General office practices, customer service, and office equipment.
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Basic knowledge of contract law and the tax ramifications.
Ability to prioritize own work within 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, analyze customer inquiries, and determine the appropriate action.
Decision making skills necessary for problem identification and correction.
Ability to coordinate and conduct, direct or lead a project or the training of team members..
Proven ability to operate a CRT and PC. Remote allowed.
High school studies. Undergraduate studies desirable.
Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred and may be required based on assigned product/line-of-business or distribution system.

Report this job