Solutions Center Representative - Private Retirement
Summary
Remote training for the first 4 weeks, then hybrid with work-from-home Tue/Thu/Fri and in-office Mon/Wed. Handles inbound retirement-related inquiries and account concerns.
Highlights
- Pay
- $19/hour
- Work Arrangement
- Hybrid
- Schedule
- Training 9am-5:30pm EST M-F
- Shift
- 6am-4pm EST Saturdays
- Experience
- 1+ year in customer service or sales
- Education
- High school diploma or equivalent
- Start Date
- December 1st, 2025
- Drug Test
- Urinalysis drug screen
- Background Check
- 10-year criminal background check
Job description
Solutions Center Representative - Private Retirement
Location: Remote for training (first 4 weeks) then hybrid, T/Th/F WFH and M/W in office at 1000 Yard Street, Building H, Grandview Heights, OH 43212
Pay Rate: $19/hour, paid weekly
Schedule: Training: 9am – 5:30pm EST, Monday – Friday
Post-training: Shifts range between 8am-11pm EST Monday – Friday, 6am – 4pm EST Saturdays (once every 2 months)
Target Start Date: December 1st, 2025 pending completion of new hire onboarding
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.
Key Responsibilities:
#TM1
Location: Remote for training (first 4 weeks) then hybrid, T/Th/F WFH and M/W in office at 1000 Yard Street, Building H, Grandview Heights, OH 43212
Pay Rate: $19/hour, paid weekly
Schedule: Training: 9am – 5:30pm EST, Monday – Friday
Post-training: Shifts range between 8am-11pm EST Monday – Friday, 6am – 4pm EST Saturdays (once every 2 months)
Target Start Date: December 1st, 2025 pending completion of new hire onboarding
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.
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
- 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
#TM1