Customer Service - Financial Services Analyst
- Rose International
- Grandview Heights, Ohio
- Full Time
CUSTOMER SERVICE - FINANCIAL SERVICES ANALYST
IN Grandview Heights, OH, USA!
Date Posted: 07/07/2025
Hiring Organization: Rose International
Position Number: 485088
Industry: Insurance
Job Title: Customer Service - Financial Services Analyst
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: hybrid schedule
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 5
Min Hourly Rate($): 16.50
Max Hourly Rate($): 17.00
Must Have Skills/Attributes: Banking/Financial, Customer Service, Typing, Written Communication
Experience Desired: Banking or Financial Services Industry Experience (1 yrs)
Job Description
Required:
High School Diploma
Preferred
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds).
Summary of Job Responsibilities:
This team handles a variety of functions but is mostly responsible for underwriting good order requirements, keying, and issuing annuity new business contracts, and sending out Letter of Acceptance packets for fixed, fixed indexed, and variable contracts within established service level agreements.
The team works with various business units within the organization to ensure timely processing, consistency, and quality in a high-volume and fast-paced environment.
Knowledge:
General office practices, customer service, and office equipment.
Basic mathematics, familiarity with office filing systems and record-keeping procedures, and problem-solving techniques.
Effective written and oral communication skills to interact with customers, team members, and management.
Ability to identify and evaluate problems and analyze customer inquiries to determine the appropriate action. Decision-making skills are necessary for problem identification and correction.
**Only those lawfully authorized to work in the designated country associated with the position will be considered.**
**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit . Should you have any questions/concerns, via our secure .
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' .
IN Grandview Heights, OH, USA!
Date Posted: 07/07/2025
Hiring Organization: Rose International
Position Number: 485088
Industry: Insurance
Job Title: Customer Service - Financial Services Analyst
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: hybrid schedule
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 5
Min Hourly Rate($): 16.50
Max Hourly Rate($): 17.00
Must Have Skills/Attributes: Banking/Financial, Customer Service, Typing, Written Communication
Experience Desired: Banking or Financial Services Industry Experience (1 yrs)
Job Description
Required:
High School Diploma
Preferred
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds).
Summary of Job Responsibilities:
This team handles a variety of functions but is mostly responsible for underwriting good order requirements, keying, and issuing annuity new business contracts, and sending out Letter of Acceptance packets for fixed, fixed indexed, and variable contracts within established service level agreements.
The team works with various business units within the organization to ensure timely processing, consistency, and quality in a high-volume and fast-paced environment.
Knowledge:
General office practices, customer service, and office equipment.
Basic mathematics, familiarity with office filing systems and record-keeping procedures, and problem-solving techniques.
Effective written and oral communication skills to interact with customers, team members, and management.
Ability to identify and evaluate problems and analyze customer inquiries to determine the appropriate action. Decision-making skills are necessary for problem identification and correction.
**Only those lawfully authorized to work in the designated country associated with the position will be considered.**
**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit . Should you have any questions/concerns, via our secure .
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' .
Job ID: 484708323
Originally Posted on: 7/10/2025
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