Immediate need for a talented
Customer Service - Financial Services Representative. This is a
08+ Months Contract opportunity with long-term potential and is located in
Des Moines, IA (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-27374
Pay Range: $18 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:- Receive and respond promptly and professionally to incoming inquiries from customers, brokers, agents, government agencies, and other stakeholders.
- Handle approximately 50–75 inbound calls per day while maintaining a high level of customer service and accuracy.
- Assist with bond-related questions, billing inquiries, system navigation, document issuance, and issue resolution.
- Communicate effectively with customers, agency/brokerage teams, internal service centers, sales support teams, and external industry organizations through both verbal and written communication.
- Assist customers with financial and monetary transactions in accordance with established policies and procedures.
- Consult, interpret, and explain contract provisions for current and past products and assumed business.
- Maintain current knowledge of applicable products, contract provisions, processing systems, and relevant federal and state regulations.
- Research customer records, reports, and account information to accurately evaluate inquiries and determine appropriate resolutions.
- Resolve routine errors requiring corrective processing.
- Identify situations requiring advanced technical knowledge or exception processing and escalate them to appropriate lead or senior team members.
- Process monetary transactions within assigned authority limits and according to established guidelines.
- Prioritize and manage multiple tasks while meeting service standards and business requirements.
- Maintain accurate records and follow established documentation and record-keeping procedures.
- Perform additional duties and responsibilities as assigned.
- Work Schedule: Monday–Friday | 8:00 AM–4:30 PM
- Work Arrangement: 100% Onsite
Key Requirements and Technology Experience:- High school diploma or equivalent education.
- Previous customer service and/or call center experience preferred.
- Experience working in a high-volume customer service environment preferred.
- Strong verbal and written communication skills.
- Excellent customer service and interpersonal skills.
- Strong problem-solving and troubleshooting abilities.
- Ability to quickly learn new products, systems, processes, and procedures.
- Strong attention to detail and accuracy.
- Ability to multitask, prioritize workload, and meet established service standards.
- Ability to analyze customer inquiries, identify problems, and determine appropriate action.
- Basic mathematical skills.
- Proficiency with computers, information systems, and standard office equipment.
- Approximately 3 years of relevant work experience, including 2 years of product-related customer service experience, preferred.
- Experience in the insurance or financial services industry preferred.
- Undergraduate education preferred.
- Familiarity with financial services products such as annuities and mutual funds preferred.
- Technical coursework or industry designations such as LOMA, CLU, or ChFC desirable.
- **NASD Series 6
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.
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