If you bring problem-solving skills, attention to detail, and a desire to grow in insurance and financial operations, this role offers an ideal launchpad with comprehensive training.
What You’ll Do
- Consult & Interpret: Guide policyholders and brokers through current and legacy contract terms, provisions, and regulatory guidelines.
- Process Transactions: Accurately execute monetary transactions, account adjustments, and disbursements within assigned limits.
- Omnichannel Support: Resolve inquiries from customers, agents, internal teams, and regulatory agencies via phone and email.
- Investigate & Audit: Research account records and reports to correct errors, resolve discrepancies, and make sound, policy-backed decisions.
- Triage Exceptions: Identify complex scenarios requiring advanced review and collaborate with lead specialists on technical escalations.
- Experience: 3+ years of customer service experience; 2+ years in insurance, annuities, mutual funds, or financial services preferred.
- Education & Credentials: High school diploma required; college studies preferred. Relevant coursework (LOMA, CLU, ChFC) or FINRA Series 6/26 is a plus.
- Skills: Comfortable with basic math, record-keeping, and navigating multiple software systems simultaneously.
- Communication: Clear verbal and written skills with the ability to explain complex policy details clearly.
- Requirements: Ability to pass a mandatory background and credit check due to fiduciary responsibilities.
- Pay: Steady starting rate of $19.00/hour.
- Hybrid Flexibility: Enjoy remote work balance paired with on-site collaboration in Grandview Heights.
- Growth: Hands-on training, mentorship, and support for industry licensing.
salary: $18.5 - $19 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School
Responsibilities
Provides prompt efficient service for assigned product and/or service center internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
3. Assists customers with financial transactions.
4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
5. Maintains current knowledge of contract and product provisions and administration of Nationwide products, and the processing systems and related federal and state regulations
6. Resolves routine errors requiring corrective processing.
7. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
