Financial Services Client Associate — Flexible Location

LD&B Insurance Services; Harrisonburg (VA); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Layman Diener Borntrager Insurance Agency seeks a Client Associate to support the Financial Services Division with client onboarding, service, and data processing. The role involves assisting with marketing efforts and maintaining efficient workflows in a flexible work location environment.

The ideal candidate will have a high school diploma, strong communication skills, and the ability to handle multiple tasks with minimal supervision while adhering to regulatory requirements and information

Qualifications

• High school diploma or equivalent required.
• Ability to obtain required licenses/certifications.
• Adherence to regulatory/compliance requirements.
• Excellent communication and interpersonal skills.
• Strong organizational and time-management abilities.
• Self-starter who can work with minimal supervision.
• Knowledge of insurance regulations and information security practices.

Responsibilities

• Provide client service, onboarding and account support for the Financial Services Division.
• Collaborate with marketing to develop division-specific materials.
• Review and maintain operating processes to ensure efficient workflows while adhering to policies.
• Perform detailed data entry, generate reports and output data across platforms.
• Cultivate professional client relationships with high-quality service.
• Demonstrate regular and reliable attendance and uphold company BLUEprint values.
• Other duties as assigned by management.

Skills

Client service

Marketing collaboration

Data entry

Communication

Time management

Education

High school diploma

Tools

CRM software

Financial platforms

Job description

Layman Diener Borntrager Insurance Agency seeks a Client Associate to support the Financial Services Division with client onboarding, service, and data processing. The role involves assisting with marketing efforts and maintaining efficient workflows in a flexible work location environment.

The ideal candidate will have a high school diploma, strong communication skills, and the ability to handle multiple tasks with minimal supervision while adhering to regulatory requirements and information