Client Advisory & Relationship Lead

Insurance Administrative Solutions, L.l.c.; Urbandale (IA); On-site; USD 52,000 - 78,000; Full time

Job summary

Integrity, LLC in Iowa seeks an Advisor Relationship Manager to act as the main liaison for clients and internal teams, guiding systems usage and delivering memorable service experiences. You will handle escalated calls, support brokerage operations and transfers, and train clients on navigation of broker/dealer technologies, while maintaining quality call metrics.

This role requires 2–4 years in financial services, an AA degree or equivalent experience, and Iowa insurance licensing within 60

Qualifications

• Two to four years of financial industry experience.
• Associate’s degree (A.A.) or two to four years of related experience and/or training; or equivalent combination of education and experience.
• Iowa Insurance license required within first 60 calendar days of employment.

Responsibilities

• Serve as a key point of contact for customers, clients and other representatives.
• Handle complex and escalated phone calls from representatives and customers to resolve issues.
• Provide support to clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide training and support to clients with the navigation and use of various technological systems associated with the Broker/Dealer.
• Maintain minimum call handling requirements and quality review scores while adhering to the assigned work schedule.
• Utilize the CRM to accurately collect records, comments and notes from each call.
• Provide training support internally on department processes and system navigation.
• Participate in special projects as assigned.
• Document and update current procedures to ensure future alignment.
• Other duties as assigned.

Skills

CRM experience

Customer service

Communication

Financial services knowledge

Education

Associate degree or equivalent experience

Tools

CRM software

Job description

Integrity, LLC in Iowa seeks an Advisor Relationship Manager to act as the main liaison for clients and internal teams, guiding systems usage and delivering memorable service experiences. You will handle escalated calls, support brokerage operations and transfers, and train clients on navigation of broker/dealer technologies, while maintaining quality call metrics.

This role requires 2–4 years in financial services, an AA degree or equivalent experience, and Iowa insurance licensing within 60