Client Service Specialist

The SKG Team at Barnum Financial Group; Village of Elmsford (NY); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

The SKG Team at Barnum Financial Group in New York is seeking a detail-oriented, results-driven team member to support client services and account administration within a growing wealth management practice.

You will handle inbound/outbound client service, prepare quotes, process applications, coordinate with vendors, use Salesforce, and help prepare meetings. A bachelor’s degree is preferred; life/health license encouraged; MS Office and Salesforce experience are valued.

Qualifications

• Bachelor's degree preferred; associate degree required.
• Experience with Microsoft Office (Excel/Word/Outlook).
• Life & Health license strongly encouraged.
• Salesforce CRM experience ideal.

Responsibilities

• Client inbound and outbound service.
• Addressing client and account inquiries.
• Routing correspondence and drafting letters/documents.
• Assist clients in servicing their accounts (changes, distributions, transfers).
• Prepare life, disability, and long-term care quotes.
• Delegate work and proofread for accuracy.
• Phone conversations to intake information and process electronic applications.
• Schedule health exams with paramedical vendors.
• Prepare client meeting presentations.
• Use Salesforce to track opportunities, relationships and activity.
• Manage cases in underwriting, adjust timelines and update clients.

Skills

Phone etiquette

Customer service

Organized

Detail oriented

Multi-tasking

Process driven

Team player

Deadline oriented

Education

Bachelor's degree preferred

Associate degree required

Tools

Salesforce CRM

Microsoft Office

Job description

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

• Client inbound and outbound service


• Addressing client and account inquiries


• Routing correspondence, and drafting letters/documents


• Assist clients in servicing their accounts (i.e. account information changes, distributions, transfers, etc.)


• Preparing life, disability, and long-term care insurance quotes for clients


• Work with our firm's resources to delegate such work and then proofread and verify for accuracy


• Phone conversations with clients to intake information, and then completing electronic applications and sending for signature


• Work with clients and paramedical vendors to schedule health exams


• Prepare presentations for client meetings


• Utilize Salesforce to track opportunities, relationships and activity


• Manage \"mill\", cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status

We are looking for an individual with the following traits:

• Outgoing, comfortable on the phone (no cold calling)


• Strong customer service skills


• Energetic


• Organized


• Experienced in life insurance and salesforce


• Process driven


• Detail oriented


• Efficient


• Enjoys being a part of a team


• Able to multi-task


• Comfortable with strict deadlines and varying workload

Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

• Bachelor's degree preferred; associate degree required


• Experience in Microsoft Office required (Excel/Word/Outlook)


• Life & Health license strongly encouraged


• Salesforce CRM experience ideal

Benefits

Salary:

$65,000 plus performance bonus- Up to 20% total bonus potential.

• 401(k)


• Dental insurance


• Health insurance


• Paid time off


• Vision insurance