Life Insurance Client Services Specialist

The SKG Team at Barnum Financial Group; Village of Elmsford (NY); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

The SKG Team at Barnum Financial Group in New York is seeking a detail-oriented, results-driven team member to support client services and account administration within a growing wealth management practice.

You will handle inbound/outbound client service, prepare quotes, process applications, coordinate with vendors, use Salesforce, and help prepare meetings. A bachelor’s degree is preferred; life/health license encouraged; MS Office and Salesforce experience are valued.

Qualifications

• Bachelor's degree preferred; associate degree required.
• Experience with Microsoft Office (Excel/Word/Outlook).
• Life & Health license strongly encouraged.
• Salesforce CRM experience ideal.

Responsibilities

• Client inbound and outbound service.
• Addressing client and account inquiries.
• Routing correspondence and drafting letters/documents.
• Assist clients in servicing their accounts (changes, distributions, transfers).
• Prepare life, disability, and long-term care quotes.
• Delegate work and proofread for accuracy.
• Phone conversations to intake information and process electronic applications.
• Schedule health exams with paramedical vendors.
• Prepare client meeting presentations.
• Use Salesforce to track opportunities, relationships and activity.
• Manage cases in underwriting, adjust timelines and update clients.

Skills

Phone etiquette

Customer service

Organized

Detail oriented

Multi-tasking

Process driven

Team player

Deadline oriented

Education

Bachelor's degree preferred

Associate degree required

Tools

Salesforce CRM

Microsoft Office

Job description

The SKG Team at Barnum Financial Group in New York is seeking a detail-oriented, results-driven team member to support client services and account administration within a growing wealth management practice.

You will handle inbound/outbound client service, prepare quotes, process applications, coordinate with vendors, use Salesforce, and help prepare meetings. A bachelor’s degree is preferred; life/health license encouraged; MS Office and Salesforce experience are valued.