Client Services Administrator - Benefits & Admin, Fort Myers

Valmark Financial Group; Fort Myers (FL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Professional development assistance

Bonus pay

Job summary

PH Financial Advisors in Fort Myers seeks a Client Service Administrator to manage and service accounts, ensure documentation accuracy, handle client interactions, and support employee benefits operations. This role emphasizes organization, attention to detail, and proactive communication.

The ideal candidate will have familiarity with employee benefits, administrative software, and a willingness to obtain required licenses.

Qualifications

• Knowledge of employee benefits is required.
• 1 year of Microsoft Office and administrative experience preferred.
• Life, Health license or willingness to obtain within 90 days is required.

Responsibilities

• Greet guests and create a welcoming environment for clients and visitors.
• Answer and direct incoming phone calls promptly and professionally.
• Manage office inventory and supplies; maintain stock levels.
• Support general administrative tasks for smooth day-to-day operations.
• Maintain and service existing accounts with high client interaction and follow-through.
• Prepare and audit summary documents to confirm beneficiaries and other details.
• Identify opportunities for additional business from existing clients and inform leadership.
• Oversee caseload prioritization and monitor monthly profit & loss reports.
• Provide day-to-day service for employee benefits clients and assist Open Enrollment prep.

Skills

Client service

Detail oriented

Organizational skills

Multitasking

Communication

Microsoft Office

Education

Associate degree (preferred)

Tools

Microsoft Office

Job description

PH Financial Advisors in Fort Myers seeks a Client Service Administrator to manage and service accounts, ensure documentation accuracy, handle client interactions, and support employee benefits operations. This role emphasizes organization, attention to detail, and proactive communication.

The ideal candidate will have familiarity with employee benefits, administrative software, and a willingness to obtain required licenses.