Client Services & Insurance Operations Specialist

Integrity; Scottsdale (AZ); Hybrid; USD 42,000 - 64,000; Full time

Job summary

The Quantum Group in Scottsdale, AZ is seeking a Client Services Specialist to support reporting, day-to-day processing, and administrative tasks in our operations team.

You will help issue and process our fixed annuity products, handle workflows (Salesforce), prepare reports, and maintain filing systems, working with agents and New Business.

We value 2–5 years of admin experience and a professional demeanor, with strong communication and teamwork.

Qualifications

• 2-5 years of administrative experience required.
• Experience in an investment or insurance environment preferred.
• Excellent customer service, accuracy, follow-up skills and the ability to work as a team.
• Typing /10 key and MS Office proficiency.
• Solid written and oral communications skills and the ability to interact with all levels of the organization.
• Must possess sound judgment, be proactive, and maintain a professional demeanor.
• Experience with workflow systems, notably Salesforce, a plus.

Responsibilities

• Support the issuance and processing of our line of fixed annuity products.
• Assist with resources in daily workflow systems.
• Prepare various reports as requested.
• Data entry as part of our application process.
• Recommend process improvements if needed.
• Test new carrier and in-house technology enhancements into infrastructure to ensure our clients have a smooth experience.
• Office support services for New Business Organization and Agent Support as needed.
• Receive, direct and relay phone messages, emails and faxes as they are received in the operations department.
• Assist with correspondence and package distribution within the team.
• Help maintain the general scanning and filing system used in the department.

Skills

Customer service

Written and verbal communication

Team collaboration

Proactive

Attention to detail

Tools

Salesforce

MS Office

Job description

The Quantum Group in Scottsdale, AZ is seeking a Client Services Specialist to support reporting, day-to-day processing, and administrative tasks in our operations team.

You will help issue and process our fixed annuity products, handle workflows (Salesforce), prepare reports, and maintain filing systems, working with agents and New Business.

We value 2–5 years of admin experience and a professional demeanor, with strong communication and teamwork.