Client Services Representative

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!

Client Services Representative

Department: Deferred Public Retirement

Location of Assignment: 257

E. Town Street, Suite 457, Columbus, OH 43215

Schedule: 40 hours/week

Target

Start Date:

01/26/26, upon completion of new hire onboarding

Position will be fully onsite until candidate is converted into full-time CLIENT employee. Once converted, position would move to hybrid model, working both onsite and from home.

Position Summary:

Join our client and be at the forefront of delivering exceptional service to members, partners, and financial professionals. You’ll tackle account inquiries, guide customers on plan benefits, and build strong relationships while gaining deep product knowledge.
Plus, you’ll have the exciting opportunity to advance your career by studying for and earning your SIE/Series 6 certifications, all paid for by the company.

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

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

Entry level

Full-time

Customer Service and Finance