Tailored Management
Solutions Center Representative - Private Retirement
Location:
Remote for training (first 4 weeks) then hybrid at 118700 North Hayden Rd., Scottsdale, AZ 85255 Pay Rate:
$19/hour, paid weekly Schedule:
Training:
9am - 5:30pm EST, Monday - Friday Post-training : Shifts range between 8am-11pm EST Monday - Friday, 6am - 4pm EST Saturdays (once every 2 months)
Target Start Date:
September 15, 2025 pending completion of new hire onboarding
Position Summary: As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.
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 Computer proficiency
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.
#TMCS
Remote for training (first 4 weeks) then hybrid at 118700 North Hayden Rd., Scottsdale, AZ 85255 Pay Rate:
$19/hour, paid weekly Schedule:
Training:
9am - 5:30pm EST, Monday - Friday Post-training : Shifts range between 8am-11pm EST Monday - Friday, 6am - 4pm EST Saturdays (once every 2 months)
Target Start Date:
September 15, 2025 pending completion of new hire onboarding
Position Summary: As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.
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 Computer proficiency
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.
#TMCS