Benefits Account Specialist — Client Success

IMA Financial Group, Inc.; Bellevue (WA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Job summary

A leading financial services firm in Bellevue is seeking a Client Support Specialist to assist the Account Management team. The role involves providing excellent customer service, supporting Account Managers, and preparing client communication. Ideal candidates have a high school diploma, customer service experience, and a strong ability to communicate effectively. The compensation is competitive, with a salary range of $50,000 to $60,000 and a comprehensive benefits package that includes performance bonuses and medical plans.

Qualifications

• Prior customer service experience and insurance industry knowledge preferred.
• Must hold life and disability insurance license within 60 days of employment.
• Strong problem-solving abilities and adaptability in a fast-paced environment.

Responsibilities

• Provide support to the Account Management team and client service.
• Prepare client communication and materials as needed.
• Assist with compliance documentation.

Skills

Customer service experience

Communication skills

Attention to detail

Ability to work under pressure

Teamwork

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

A leading financial services firm in Bellevue is seeking a Client Support Specialist to assist the Account Management team. The role involves providing excellent customer service, supporting Account Managers, and preparing client communication. Ideal candidates have a high school diploma, customer service experience, and a strong ability to communicate effectively. The compensation is competitive, with a salary range of $50,000 to $60,000 and a comprehensive benefits package that includes performance bonuses and medical plans.