Client Experience Specialist, Financial Services Admin

Everence Services,; Berne (IN); On-site; USD 34,000 - 44,000; Full time

Job summary

Everence is seeking a Client Services Representative in Berne, IN to support the sales efforts, provide technical and clerical support for financial consultants, and deliver excellent service to policyholders, members, prospects, and staff.

You will manage client data in CRM, learn Everence investment and insurance products, prepare investment reviews, and handle forms, scheduling, and communications to keep office operations efficient and compliant.

Qualifications

• Two years of college or specialized training preferred.
• Prior experience in financial services or insurance is helpful.
• Minimum two years of administrative support experience; proficient with Microsoft Office.

Responsibilities

• Become proficient in using the Everence client database system (CRM) to manage client data and office processes.
• Acquire and maintain knowledge of Everence investment and insurance products and processing systems.
• Prepare investment reviews.
• Attend team meetings and conference calls.
• Manage office details: expenses, supplies, mail, shredding, and client meetings logistics.
• Handle customer inquiries regarding products and services.
• Prepare correspondence and client reports.

Skills

Phone skills

Organization

Initiative

Communication

Confidentiality

Education

Two years college or specialized training

Tools

Microsoft Office

Job description

Everence is seeking a Client Services Representative in Berne, IN to support the sales efforts, provide technical and clerical support for financial consultants, and deliver excellent service to policyholders, members, prospects, and staff.

You will manage client data in CRM, learn Everence investment and insurance products, prepare investment reviews, and handle forms, scheduling, and communications to keep office operations efficient and compliant.