Financial Customer Service Rep

Financial Customer Service Rep

Columbus, OH | Onsite -12-Month Contract

$17.50/hr

We are seeking a highly organized and detail-oriented Contract Administrator to join our team in Columbus, OH. This is a 12-month, onsite contract position, paying $17.50 per hour.

In this role, you'll be instrumental in providing exceptional service to both internal and external customers for assigned product and service centers. You'll play a key part in designing and administering plans funded by various investment types, ensuring seamless communication and adherence to regulatory standards.

If you have a passion for customer service, an eye for detail, and experience in the financial services or insurance industry, we encourage you to apply!

salary: $17.49 - $17.5 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

As a Contract Administrator, your responsibilities will include:

• Plan Setup & Administration: Prepare all materials for proposing, selling, and establishing new plans, including illustrations, trust agreements, IRS determination reporting, employee communications, and client administrative guides. You'll also be responsible for setting up appropriate records and inputting census and plan information into our systems.
• Quality Assurance: Follow up with appropriate internal administrative areas to ensure the completeness and accuracy of end policy/account products.
• Transaction Processing: Review and approve requests for withdrawals, exchanges, deposits, annuity purchases, and contract cashouts, requesting additional information as needed.
• Reporting: Compile management information such as contract and sold case activity as needed by internal management.
• Customer & Stakeholder Communication: Communicate effectively with customers, sales force, other departments, regional and/or field offices and other industry companies through both oral and written correspondence, maintaining thorough records.
• Compliance: Approve and process business in strict accordance with government regulations, contract provisions, and internal procedures and controls.

Skills

Follow-up

Empathy

Customer Service

Basic Software Skills

Basic Computer Skills

Customer support

Qualifications

Years of experience: 1 year

Experience level: Entry Level

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 ....

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.