Customer Service - Bilingual Financial Services Analyst

Rose's Agency - Grandview Heights, OH

Full-time - Entry Level

Grandview Heights, OH

Administrative and Support Services

About the position

The Customer Service - Bilingual Financial Services Analyst role at Rose International involves providing exceptional service to both internal and external customers in the financial services sector. The position requires bilingual proficiency in English and Spanish, focusing on processing business requests, ensuring compliance with regulations, and maintaining high standards of customer care. The role is hybrid and temporary, with an estimated duration of 20 months.

Responsibilities

• Processes business requests according to government regulations, contract provisions, and internal procedures and controls.
• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Maintains current knowledge of contract and product provisions, administration of Client products, processing systems, and related federal and state regulations.
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers, and other operating units.

Requirements

• Bilingual in English and Spanish.
• Associates or Bachelor's Degree (or completion of the degree before the end of the contract).
• Experience in customer service and financial analysis.

Nice-to-haves

• Participation in technical coursework such as LOMA, CLU, ChFC.

Benefits

• Competitive hourly rate of $20.00.
• Hybrid work model.