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Process Specialist III

United States, Columbus · Job Posted November 26, 2025
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Job Description

We are looking for a skilled and detail-oriented Process Specialist III (Senior) to join our team in Columbus, Ohio. In this role, you will provide exceptional customer service and operational support while managing communication with advisors, customers, and vendors. This is a long-term contract position offering an excellent opportunity to contribute your expertise in a dynamic environment.

Job Responsibility

  • Perform operational tasks with accuracy and efficiency to support business processes
  • Compile and analyze data for system inputs and reporting purposes
  • Communicate effectively with advisors to ensure clear understanding of processes and requirements
  • Provide excellent customer service by addressing inquiries and resolving issues promptly
  • Build and maintain strong relationships with vendors to support business operations
  • Apply knowledge of annuities and investment products to assist with relevant tasks and decision-making
  • Ensure compliance with company policies and procedures in all activities
  • Collaborate with team members to streamline processes and optimize workflow
  • Identify opportunities for improvement and contribute to the implementation of solutions

Requirements

  • Proven experience in customer service roles with a focus on professionalism and responsiveness
  • Ability to compile, process, and interpret data accurately
  • Familiarity with annuities and investment products is highly desirable
  • Strong communication skills for interacting with advisors, customers, and vendors
  • Excellent organizational skills to manage multiple tasks effectively
  • Experience in operational support or similar roles
  • Demonstrated ability to work collaboratively in a team environment
  • Attention to detail and commitment to delivering high-quality results

Nice to have

Familiarity with annuities and investment products

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan

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