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Suitability Representative

Company: Robert Half Office Team
Location: West Des Moines
Posted on: November 12, 2021

Job Description:

Description
Robert Half has a fantastic career opportunity for an articulate, highly-skilled customer service representative as a Suitability Representative. Do you wish to take your customer service skills as a Suitability Representative and put them to work for a growing company? This role could be for you! Be prepared to be a part of a dynamic and fast-paced environment in this position. This position is a long-term contract to hire Suitability Representative position in the West Des Moines, Iowa area!
Major responsibilities:
+ Evaluating documents for validity and completeness
+ Reviewing applications to determine compliance with company guidelines and regulation standards
+ Communicating via email or phone with agents and staff members to complete outstanding requirements
+ Providing prompt, courteous, and accurate customer service via phone and email
If you are looking for a customer service role, this Suitability Representative position may be for you! Please contact Celena and the Robert Half team at for immediate consideration!
Requirements
+ High school diploma or equivalent required; College degree preferred
+ Strong verbal and written communication skills
+ 1+ years' experience working in office setting focusing on customer service required
+ Financial experience in processing annuities preferred
+ Proficiency in Microsoft Office preferred
+ Basic ability to navigate multiple computer systems required
If you are looking for a customer service role, this Suitability Representative position may be for you! Please contact Celena and the Robert Half team at for immediate consideration!
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at 1.. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit for more information.
2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use () .

Keywords: Robert Half Office Team, West Des Moines , Suitability Representative, Other , West Des Moines, Iowa

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