Client Service Specialist - Retirement Plans

Insurance Administrative Solutions, L.l.c.; Norfolk (NE); On-site; USD 42,000 - 56,000; Full time

Job summary

Retirement Plan Consultants, a partner with Integrity Marketing Group, is seeking a Client Service Specialist to be the first point of contact for clients in Norfolk, NE. You will provide responsive service by phone and email, resolve routine inquiries, and support participants with forms and online tools.

In this fast-paced role, you will maintain accurate records, collaborate with teammates, and contribute to an outstanding client experience through proactive problem-solving and a courteous,

Qualifications

• Strong verbal and written communication skills.
• Ability to resolve customer issues professionally.
• Patient and empathetic when dealing with clients.
• Proficient with office software and email tools.
• Detail-oriented with accurate record-keeping.

Responsibilities

• Deliver exceptional service via phone and email.
• Process client level requests and form reviews.
• De-escalate challenging questions while staying professional.
• Assist participants with website, app, or forms issues.
• Update internal processes based on client feedback.
• Maintain up-to-date client information.
• Participate in webinars, trainings, and team meetings.

Skills

Communication

Problem-Solving

Empathy

Computer literacy

Attention to detail

Positive attitude

Job description

Retirement Plan Consultants, a partner with Integrity Marketing Group, is seeking a Client Service Specialist to be the first point of contact for clients in Norfolk, NE. You will provide responsive service by phone and email, resolve routine inquiries, and support participants with forms and online tools.

In this fast-paced role, you will maintain accurate records, collaborate with teammates, and contribute to an outstanding client experience through proactive problem-solving and a courteous,