Solutions Center Representative

Tailored Management Grandview Heights, OH Fulltime

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Summary

Hybrid schedule with 2 days in the office and 3 at home after 6 weeks of training; handles inbound calls about investment plans, policy changes, and account concerns. Requires a recent degree in finance, business, insurance, economics, or communications, 1+ year customer service or sales, and access to a router.

Highlights

Benefits
Health, dental, vision
Work Arrangement
Hybrid
Schedule
Monday-Friday; variable 8:00 AM-8:00 PM EST
Shift
Any time between 8:00 AM and 8:00 PM EST
Experience
1+ year in customer service or sales
Education
Recent degree in finance, business, insurance, economics, or communications
Start Date
10/05/2026
Training Provided
Initial 6-week training period
Drug Test
Urinalysis drug screen required
Background Check
10-year criminal background check required
Equipment Provided
Client provides an Ethernet cable

Job description

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!

Solutions Center Representative – Annuities
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Hybrid (2 days in the office and 3 days at home), Grandview Yard office: 1000 Yard. St., Columbus, OH 43212 (H building, 3rd floor)
Schedule:
  • Training: Initial training period is 6-weeks from 9:00-5:30 EST.
  • Hybrid: 2-days in the office and 3-days at home.
  • Week 6 (Shadow Week): Monday – Friday with 8-hour shift b/t 8:00 – 8:00 EST
  • Post Training Schedule is Hybrid. 2-days in the office and 3-days at home.
  • Also, after the training period, it will be a variable schedule and the shift could be any time between 8:00 AM and 8:00 PM EST, Monday – Friday and can change from week to week.
Assignment Duration: 12 months, with potential for extension/conversion depending on performance, attendance and business need
Target Start Date: 10/05/2026, upon completion of new hire onboarding
Benefits: Health, Dental, Vision

*Candidate MUST have access to router. Client will provide an Ethernet cable.*

About the Role
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities
  • Handle inbound calls about investment plans and products.
  • Interpret policy changes and provide expert guidance.
  • Maintain records and use insights to enhance customer relationships.
  • Ensure compliance with industry regulations and company policies.
  • Educate customers on financial implications, penalties, and plan benefits.
  • Strive for first-call resolution and collaborate on escalated cases.
  • Participate in career development and goal-setting sessions.
What We're Looking For
  • Education: Recent degree in finance, business, insurance, economics, or communications.
  • Experience: 1+ year in customer service or sales; must be coachable and enjoy engaging with others.
  • Skills: Strong communication, problem-solving, and computer proficiency.
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen

#TMNW

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