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Financial Services Representative
Ref No.: 22-02962
Location: Grandview Heights, Ohio
Job Responsibilites:

Operate as part of the Policy Administration team, assisting to process major policy changes or updates requested by policyholders and send those to them.
Examples: Updating beneficiaries, updating coverage change requests, sending policy summaries. Some changes will take longer than others. While the role is primarily with Life Insurance policies there may also be instances of Annuity policy updates as well.

The individual that accepts this role will be working a Hybrid schedule. They will be in the office one week and at home one week. The hours will be 8:30-5:00 Mon-Fri. At times there might be a need to work overtime. There are no licensees or certifications that is needed for this position.