Client Services Specialist—Financial & CRM Support

Everence Services; Berne (IN); On-site; USD 38,000 - 50,000; Full time

Job summary

Everence Services in Berne, IN is seeking a Client Services Representative to support the sales efforts of the office and provide technical and clerical support for financial consultants. This role delivers excellent customer service to policyholders, members, prospects, and staff.

The position requires proficiency with CRM, a strong knowledge of Everence investment and insurance products, and the ability to handle multiple tasks and communication with clients and colleagues.

Qualifications

• Prefer at least two years of college or specialized training.
• Prior experience in financial services or insurance is preferred.
• Minimum two years of administrative support experience; proficient with Microsoft Office.

Responsibilities

• Proficiently use CRM to manage client data and office processes.
• Maintain knowledge of Everence investment and insurance products and processing workflows.
• Prepare investment reviews and client correspondence.
• Handle inquiries regarding products and services and provide accurate information.
• Schedule client appointments and assist with office tasks and mailings.

Skills

Customer service

Communication

Organizational skills

Problem solving

Discretion / confidentiality

Multitasking

Tact and diplomacy

Phone skills

Team collaboration

Education

Some college or specialized training

Tools

Microsoft Office

CRM software

OnBase (CRM/Scanning)

Job description

Everence Services in Berne, IN is seeking a Client Services Representative to support the sales efforts of the office and provide technical and clerical support for financial consultants. This role delivers excellent customer service to policyholders, members, prospects, and staff.

The position requires proficiency with CRM, a strong knowledge of Everence investment and insurance products, and the ability to handle multiple tasks and communication with clients and colleagues.