Pyramid Consulting
Pyramid Consulting

116 Pyramid Consulting Insurance Jobs Hiring Near You

Immediate need for a talented Application Developer with experience in the Insurance Industry . This is a 6+ Months contract opportunity with long-term potential and is located in Columbus, OH.

Immediate need for a talented Software Engineer with experience in the Insurance Industry . This is a 06+ Months Contract opportunity with long-term potential and is located in Columbus, OH. Please ...

Professional experience with IBM MDM Java APIs Rest etc Our client is a leading Insurance company and we are currently interviewing to fill this and other similar contract positions. If you are ...

Immediate need for a talented Software Engineer with experience in the Insurance Industry . This is a 06+ Months Contract opportunity with long-term potential and is located in Columbus, OH. Please ...

Immediate need for a talented Application Developer with experience in the Insurance Industry . This is a 6+ Months contract opportunity with long-term potential and is located in Columbus, OH.

Professional experience with IBM MDM Java APIs Rest etc Our client is a leading Insurance company and we are currently interviewing to fill this and other similar contract positions. If you are ...

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Pyramid Consulting Jobs Information

What is it like to work at Pyramid Consulting?

Pyramid Consulting is a professional services firm that values collaboration, innovation, and client satisfaction, fostering a dynamic and supportive work environment.

The company's team structure is typically organized into project-based teams, with a flat hierarchy that encourages open communication and knowledge sharing among colleagues. Pyramid Consulting's work environment is often described as fast-paced and challenging, with opportunities for professional growth and development.

Working at Pyramid Consulting may appeal to candidates who are looking for a challenging and dynamic work environment, opportunities for career advancement, and the chance to work on a wide range of projects and clients in the consulting industry.

What makes Pyramid Consulting an attractive place to work?

Pyramid Consulting is a reputable management consulting firm that offers strategic guidance to clients across various industries. The company's workplace is characterized by a culture of innovation, collaboration, and teamwork, with opportunities for employees to work on diverse projects and develop their skills in a dynamic environment. Joining Pyramid Consulting can provide professionals with a chance to make a meaningful impact, drive business growth, and advance their careers in a fast-paced and challenging industry.
Infographic showing various Insurance job openings at Pyramid Consulting in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Financial Customer Service Representative

Pyramid Consulting

Columbus, OH

Contractor

Re-posted 22 days ago


Job description

Immediate need for a talented Financial Customer Service Representativeย  with experience in the Insuranceย Industry. This is aย 12+ Months contract opportunity with long-term potential and is located in Columbus, OH. Please review the job description below.
Job ID: 20-38323
Key Responsibilities:
  • Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
  • Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
  • ย Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
  • Compiles management information such as contract and sold case activity as needed by internal management.
  • Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
  • Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
  • Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
  • Researches and corrects errors.
  • Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
  • Performs other duties as requested.
Key Requirements and Technology Experience:
  • Four years work experience. Work experience with undergraduate studies preferred.Knowledge:General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
  • Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
  • Basic knowledge of contract law and the tax ramifications.
  • Ability to prioritize own work within standards.
  • Effective written and oral communication skills to interact with customers, team members, and management.
  • Decision making skills necessary for customer contacts.
  • Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
  • Decision making skills necessary for problem identification and correction.
  • Ability to coordinate and conduct, direct or lead a project or the training of team members..
  • Proven ability to operate a CRT and PC.
  • High school studies.
  • Undergraduate studies desirable.
  • Participation in technical coursework such as LOMA, CLU, ChFC desirable.
  • NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.
Our client is a leadingย Insuranceย Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.ย 
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