Client Services Associate

Job Description

Job Description

Job Overview

We are seeking a dynamic and motivated part-time Client Services Associate (20-30 hours/week) to join our team. This role is essential in supporting our sales and marketing efforts, contributing to business growth and development, and enhancing customer relationships. The ideal candidate will possess a blend of sales acumen and marketing knowledge, with a focus on customer service, driving growth through effective interpersonal skills and self-management.

Duties

•Prepare and Publish correspondence, including Advisor's emails

•Send gifts and/or cards to clients

•Oversee the daily operation of Advisor's Office

•Answer multiple phone lines

•Maintain electronic filing system

•Interface with clients, advisors, vendors, and professional contacts

•Assist with periodic on-site audits; collect data and maintain compliant records required for quarterly transaction reporting; and assist Advisor with submitting data

•Maintain calendar for Advisor: schedule appointments for new and existing clients, meetings, and seminars

•Arrange travel for Advisor

•Provide exceptional customer service by addressing inquiries and resolving issues promptly.

•Prepare presentation items for Advisor meetings (illustrations, educational materials, prospectuses and applications, bound presentations, etc.

•Keep detailed and up to date client records with regards to case notes, address changes, account contributions, and changes/updates to client needs, goals and personal information

•Assist in filing/processing Insurance claims

•Forward outgoing correspondence and marketing materials to the Agency Compliance Officer for approval and maintain physical files per retention requirements

•Inform clients of policy/account changes (including addition/removal of riders, policy reinstatements, rate improvements, exercise of policy option, title change, conversions, reduction of coverage, age correction, breakpoint achievement and dividend change)

Qualifications

•Strategic thinking is a must!

•Independent and unsupervised work abilities

•Problem solver -must be able to track down solutions and take ownership of a problem until resolution is achieved

•Detailed oriented while keeping the big picture in view

•Team player and task/goal oriented

•Establish priorities and work to achieve team’s business goals

•Effectively use technology: information systems & databases, Internet-based research, email correspondence, online advisor tools, etc.

•Familiarity with Salesforce a plus

•Social Media experience including LinkedIn and Facebook

•Commitment to and focused on customer service

•Excellent written presentation, verbal and interpersonal skills

•Organization, time management, and planning skills a must

•Fully versed in Microsoft Office 365 Suite and Adobe products

•Knowledge of life insurance product designs preferred; ability to learn new systems and process required paperwork

•Skills Test and Work Style Test will be given prior to final offer being made

•Life and Health Insurance Licenses preferred (must be in good standing and active for at least 4 years), but not required

•SIE, Series 6, and 63 licensing preferred, but not required