Summary

Inbound calls, paperwork fulfillment in January and February, and customer guidance on plan benefits and account concerns; fully onsite until conversion, then hybrid. Requires a high school diploma or equivalent, 1+ year customer service or sales, and a background check, drug screen, and soft credit screen.

Highlights

Benefits: Medical, dental, vision, disability, life insurance
Work Arrangement: On-Site
Schedule: 40 hours per week
Experience: 1+ year in customer service or sales
Education: High school diploma or equivalent required; recent finance, business, insurance, economics, or communications degree preferred
Start Date: 11/30/2026, after new hire onboarding
Training Provided: New hire onboarding; phone training begins mid-February
Drug Test: Urinalysis drug screen required
Background Check: 10-year criminal background check required

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!

Role: Solutions Center Representative - Ohio Deferred Public Retirement
Pay Rate: $19 per hour, paid weekly
Location of Assignment: 257 E. Town Street, Suite 457, Columbus, OH, 43215
Schedule: 40 hours/week
Assignment Length: 4-6 months, opportunity for extension/conversion pending performance, attendance, and business need
Target Start Date: 11/30/2026, upon completion of new hire onboarding

Position will be fully onsite until (if/when) candidate is converted into full-time Employee. Once converted, position would move hybrid, working both onsite and from home.

Position Summary:
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships and studying to take the SIE/Series 6 Examinations.

Key Responsibilities:

Handle inbound calls from members, partners and financial professionals
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 with internal teams on escalated cases when needed
Participate in career development and goal-setting sessions
This role will focus exclusively on paperwork fulfillment during the busy season in January and February, with phone training beginning in mid-February once the busy season ends.

Qualifications

Education: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred
Experience: 1+ year in customer service or sales
Skills:
- Knowledge of various insurance products and the sales process
- Solid understanding of legal implications of certain product features in different states
- Strong communication and problem-solving abilities
- Computer proficiency

At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:

Medical Coverage – HDHP, PPO, and Surest plan options
Minimum Essential Coverage (MEC)
Dental Insurance
Vision Insurance
Short-Term Disability (STD)
Long-Term Disability (LTD)
Life & AD&D Insurance
Critical Illness Insurance
Accident Insurance
Employee Assistance Program (EAP)

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.

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