Financial Services Analyst

Immediate need for a talented Financial Services Analyst. This is a 06+months contract opportunity with long-term potential and is located in Grandview Heights, OH(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID : 25-87269

Pay Range : $16 - $17 / hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities :

• Credit Check : Due to the fiduciary accountabilities within this job, a valid credit check and / or background check will be required as part of the selection process.
• Start date is flexible.
• Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
• Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
• Provides prompt efficient service for assigned product and / or service center internal and external customers.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy / account product.
• Reviews, underwrites, and processes applications for annuity contracts, annuity withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
• Requests additional information when necessary.
• Communicates with customers, other departments, regional and / or field offices and other industry companies through oral and written communications.
• Maintains appropriate records.
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Researches and corrects errors.
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
• Performs other duties as requested.

Key Requirements and Technology Experience :

Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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