Client Service Specialist

Job Description

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

Preparing life, disability, and long-term care insurance quotes for clients

Work with our firm’s resources to delegate such work and then proofread and verify for accuracy

Phone conversations with clients to intake information, and then completing electronic applications and sending for signature

Work with clients and paramedical vendors to schedule health exams

Prepare presentations for client meetings

Utilize Salesforce to track opportunities, relationships and activity

Manage “mill”, cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status.

We are looking for an individual with the following traits:

Outgoing, comfortable on the phone (no cold calling)

Strong customer service skills

Energetic

Organized

Experienced in life insurance and salesforce

Process driven

Detail oriented

Efficient

Enjoys being a part of a team

Able to multi-task

Comfortable with strict deadlines and varying workload

Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

Bachelor’s degree preferred; associate degree required

Experience in Microsoft Office required (Excel/Word/Outlook)

Life & Health license strongly encouraged

Salesforce CRM experience ideal

Benefits

Salary: $65,000 plus performance bonus- Up to 20% total bonus potential.

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Full-time