Client Operations Specialist

Vaco by Highspring; Charlotte (NC); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading recruiting firm is looking for an Associate Director, Recruiting, located in Charlotte, North Carolina. This role requires managing client services and implementing new business processes in the insurance and investment sectors. Ideal candidates will have a high school diploma and at least 3 years of industry experience. The position is full-time, offering a base salary between $55,000 and $70,000 annually, with opportunities for career growth in a dynamic financial environment.

Qualifications

• 3+ years' experience within the insurance/investment advisory industry.
• Strong customer service and communication skills.

Responsibilities

• Manage client service issues efficiently.
• Prepare paperwork for insurance/investment product implementation.
• Track new business pipeline and provide status updates.

Skills

Client service management

Customer service expertise

Database management

Proactive communication

Organizational skills

Feedback process evaluation

Education

High school diploma or equivalent

Tools

Redtail

Job description

Associate Director, Recruiting at Vaco by Highspring

Base pay: $55,000.00/yr - $70,000.00/yr

Essential Duties & Responsibilities

Client Services

• Manage and resolve client service issues in a timely manner
• Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.)
• Maintain & manage client database (Redtail)
• Ensure clients are billed properly and policies paid to-date
• Review pending lapse reports and proactively communicate deadlines to client and advisor
• Maintain and organize all client files and records
• Monitor and evaluate customer satisfaction with a feedback process

New Business Implementation

• Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature)
• Order all necessary underwriting requirements for insurance product implementation
• Track new business pipeline and provide weekly status report
• Record paid-for business in new business/commission tracking system
• Provide clear and concise updates to clients throughout the process in a professional manner
• Review the issued policies and investment contracts for accuracy and prepare for delivery
• Actively find ways to automate or simplify the new business implementation process

Education and Experience

• High school diploma, GED, or equivalent
• 3+ years' experience within insurance/investment advisory industry

Requirements

• High school diploma, GED, or equivalent
• 3+ years' experience within insurance/investment advisory industry

Bonus Points For

• Life, Accident, and Health licensed
• SIE, Series 6/7, and 63 licensed

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance

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