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Account Representative
Ref No.: 20-01989
Location: Scottsdale, Arizona
A Fortune 100 leader in the insurance and financial services industry 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 team!
Job Title: Financial Services Analyst
Location: Scottsdale, Arizona
  • $17.00/Hr Starting Off
  • After approximately 6 months, you will have the opportunity to interview to be hired on
Job Summary:
You will be receiving inbound calls and assisting customers with retirement questions. Starting off you will assist with password resets, contribution confirmations, and account balances questions. Once you get the familiar with those processes you will begin to help with more in-depth questions that involve transactions and taking out loans.
Position Description:
This position is a great way to get your foot in the door and begin a career. After starting in this role, the majority of people move into higher level finance roles, however you could ultimately move into sales, management, or any other department you desire.
  • Receive and respond to incoming calls from customers/ brokers/ agents
  • Provide prompt efficient service
  • Educate customers on options available to them
  • Consult and interpret contract provisions for current and past products and assumed business
  • Assist customers with financial transactions
  • Process Monetary Transactions
  • Resolves routine errors requiring corrective processing
  • Reviews, researches, and interprets records and reports to accurately make decisions
  • Perform other duties as requested
Here are some of the questions that you might receive:
  • Once a customer reaches 71 in a half, if they haven’t started to take money out of retirement, it’s required by the government that they do. The company will automatically send them a check in the mail, so they are not fined. People may be calling in and asking you why they received a check from their account.
  • You may receive calls from customers asking about making adjustments on the percentage of their paycheck being contributed into their retirement.
  • Customer will call in requesting to take a loan out of their retirement account. If money is taken out of your account before you reach retirement age, there are fee’s associated
  • This is a position requires excellent phone skills and excellent computer skills.
  • The employee must have the ability to deliver friendly customer service while talking on the phone and working through computer systems simultaneously
  • A Bachelor’s degree in finance or business is highly preferred
  • Candidates without a Bachelor’s degree will be considered with the right qualifications