Financial Services Representative

They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!

Role: Financial Services Representative
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Fully Onsite | 1100 Locust Street, Des Moines, IA
Schedule: Monday–Friday, 8:00 A.M.–4:30 P.M.
Target Start Date: 10/5/2026, upon completion of new hire onboarding

Job Overview
The Financial Services Representative plays a critical part in ensuring accurate mail handling and end-to-end transaction processing for bond-related business.

The ideal candidate thrives in a fast-paced environment, demonstrates strong problem-solving skills, and delivers exceptional service to both internal and external stakeholders. This role requires precision, adaptability, and a commitment to operational excellence.

Responsibilities:

• Sort and distribute both electronic and physical mail accurately and efficiently.
• Review daily batch print jobs and route documents appropriately.
• Fold, stuff, and prepare outgoing mail.
• Route checks and miscellaneous correspondence to the correct departments.
• Type letters and manage undeliverable mail.
• Manage the full lifecycle of bond transactions, including new business, cancellations, reinstatements, amendments, and updates.
• Communicate with agents via email to provide documentation and respond to inquiries.
• Ensure a high level of accuracy and compliance in all processing activities.
• Respond to inquiries from customers, agents, brokers, and partners.
• Assist with financial transactions in accordance with policy guidelines.
• Interpret contract provisions and apply them to customer requests.
• Research records and reports to support accurate decision-making.
• Identify routine processing errors and complete corrective actions.
• Escalate complex or non-standard cases when necessary.

Required Skills & Qualifications:

• Strong attention to detail with a high level of accuracy.
• Excellent written and verbal communication skills.
• Proven problem-solving and critical-thinking abilities.
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
• Ability to work independently and troubleshoot using available resources.
• Quick learner with adaptability to new systems and processes.
• Proficiency in Microsoft Word and Excel.
• Minimum typing speed of 40 words per minute.
• High school diploma required; undergraduate coursework preferred.
• 2–3 years of experience in customer service, operations, or a related field preferred.
• Experience in insurance or financial services is a plus.
• Basic understanding of financial transactions and contract interpretation.
• Familiarity with office systems, recordkeeping, and general administrative processes.
• Strong analytical and decision-making skills.