Job Description
Financial Service Representative
Pay Rate: $19 per hour, paid weekly
Location of Assignment: One Nationwide Plaza Columbus, OH
Schedule: 8:30am - 5:00pm
Target Start Date: 10/05/2026, upon completion of new hire onboarding
Position Summary:
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.
Key Responsibilities:
Qualifications:
#TM1
Pay Rate: $19 per hour, paid weekly
Location of Assignment: One Nationwide Plaza Columbus, OH
Schedule: 8:30am - 5:00pm
Target Start Date: 10/05/2026, upon completion of new hire onboarding
Position Summary:
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.
Key Responsibilities:
- Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
- Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
- Assists customers with financial transactions.
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
- Maintains current knowledge of contract and product provisions and administration of the products, and the processing systems and related federal and state regulations6. Resolves routine errors requiring corrective processing.
- 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.
- Processes monetary transactions according to policy provisions within assigned limits.
- Reviews, researches, and interprets records and reports to accurately make decisions.
- Performs other duties as requested.Education: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.
Qualifications:
- Experience: Three years work experience with two years product-related customer service work experience preferred. 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.
- 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 and analyze customer inquiries and determine the appropriate action.
- Proven ability to operate a CRT and PC.
#TM1
Numbers & Facts
| Location | Columbus, OH |
| Industry | Staffing/Employment Agencies |
| Salary | $19 Per Hour |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1968 |
| Website | https://www.tailoredmanagement.com/ |
About Company
CONNECTING TOP TALENT WITH TOP-TIER OPPORTUNITIES
Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program in a VMS/MSP environment. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board and minimizing costs, miscommunication and delivery times. But what do we really do? We bring together the best talent with the greatest opportunities.
Skills
- Analysis Skillsunmatched
- Annuitiesunmatched
- Background Investigationunmatched
- Brokerageunmatched
- CLUunmatched
- CRT (Cathode Ray Tube) Displaysunmatched
- Communication Skillsunmatched
- Consultingunmatched
- Contract Analysisunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Establish Prioritiesunmatched
- Federal Laws and Regulationsunmatched
- Fiduciaryunmatched
- Field Salesunmatched
- Financial Servicesunmatched
- Financial Transactionsunmatched
- Governmentunmatched
- Identify Issuesunmatched
- Information Technology & Information Systemsunmatched
- Inside Salesunmatched
- Insuranceunmatched
- Mathematicsunmatched
- Mutual Fundsunmatched
- National Association of Securities Dealers (NASD)unmatched
- Office Equipmentunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Record Keepingunmatched
- Sales Supportunmatched
- Secondary Schoolunmatched
- Series 6unmatched
- State Laws and Regulationsunmatched
- Team Lead/Managerunmatched
- Transaction Processing/Managementunmatched
- Writing Skillsunmatched
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