Client Services Specialist

Insurance Administrative Solutions, L.l.c.; Scottsdale, Northern (AZ, KY); 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

Client Services Specialist

The Quantum Group Scottsdale, AZ

About the Quantum Group

The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals.

Job Summary

Reporting to the Operations Director, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you!

Primary 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 inhouse 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

Primary Skills and Requirements:

• 2-5 years’ 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

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online.

Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.