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A leading company in insurance seeks a Client Service Associate in Phoenix, AZ to assist in administering retirement plans. This role includes managing deliverables, client communication, and supporting the planning process. Ideal candidates have 5+ years in life insurance and excellent organizational skills to thrive in a dynamic environment. Join us to contribute to client success and develop your career in the insurance sector.
Client Service Associate
Purpose of the Position:
Our organization is looking for an individual to assist our plan managers in administering various retirement plan designs for our clients. This person will work mostly with insurance carriers and participants related to transactional work duties. This includes obtaining policy values, updated process instructions from insurance carriers, facilitating form completion and submission, preparing templatized work product for reporting and deliverables, as well as whatever else is needed in support of our plan administration. Your purpose will be to manage the day-to-day deliverables assigned to you, manage the task calendar, provide project support where needed, maintain communication between the team, carriers and participants, and deliver client work in a timely and accurate fashion to meet the strategic client goals for their programs. This includes clear and concise communication, an understanding of carrier form requirements, and basic understanding of life insurance and policy services.
This role will be responsible for tracking client-related duties as assigned under the direction of a Plan Manager. This position requires knowledge of life insurance, life insurance forms and processes, great attention to detail, and the ability to manage multiple projects at one time. In addition, following up on all client service administration and attending staff meetings to serve as liaison between Plan Management and other departments.
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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.