Solutions Center Representative - Private Retirement

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:

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 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 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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