Tailored Management ยท 1 day ago
Bilingual Financial Services Representative - Life New Business
Grandview Heights, OH
Full-time
Hybrid
Mid Level
$0/hr - $19.51/hr
3+ years expTailored Management is a leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio. They are hiring a Bilingual Financial Services Representative to provide efficient service for internal and external customers, interpret contract provisions, and assist with financial transactions.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Responds to inquiries from customers, brokers, agents, and government agencies through oral and written communications
Assists with and processes financial transactions and contract-related requests in accordance with policy provisions and regulatory guidelines
Interprets and explains contract provisions for current and historical products to internal and external stakeholders
Reviews and resolves routine processing errors, escalating complex or exceptional cases as needed
Qualification
Required
Candidates MUST read, write and speak in Spanish and English
High school diploma required
Three years work experience
Effective written and oral communication skills to interact with customers, team members, and management
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action
Preferred
College Degree preferred
Two years product-related customer service work experience preferred
Fluency in Spanish and English (read, write and speak)
Information systems and insurance/financial services industry practices (i.e. Life Insurance) preferred
General office practices, customer service, and office equipment
Company
Tailored Management
Tailored Management is a staffing and recruiting company that offers information technology staffing and recruitment services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Anderson
Managing Partner & Client Relations Executive
Savannah Deskins
Manager, Administration & Office of the CEO
Company data provided by crunchbase