Job Details
If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, this is the firm for you!
The Client Service Specialist works closely and collaboratively with the Retirement, Health & Wealth Account Manager and internal service team to ensure service deliverables meet and exceed client expectations. The CSS serves as one of the clients main point of contact for any benefit- related service needs.
Essential Duties and Responsibilities
- Effectively and efficiently services complex accounts and high-level service deliverables
- Completes proposals and prepares enrollment packages for new participants
- Assists in scheduling enrollment appointments for Consultants
- Completes new business applications and submits to carriers for approval
- Ensures all new participant and policy information is added to CRM and imaged into appropriate file
Qualifications, Skils and Requirements
- Ability to quickly learn new processes and manage multiple tasks simultaneously
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Ability to thrive in fast-paced environment
- Ability to work well as a self-starter, both independently and as part of a team
- High degree of responsibility and autonomy
Education, Training and Experience
- Intermediate/Advanced Microsoft Excel, required
- 2+ years experience in account management or in a consultative role, preferred
- Life and Health license (2-15), preferred or with willingness to obtain
- Bachelor s Degree, a plus