Policy Services Specialist

Gradient Financial Group; Arden Hills (MN); Presencial; USD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

PTO 4 weeks + 9 holidays

Medical, dental, vision insurance

Life insurance

401(k) plan

Volunteer time off (VTO)

Hybrid work schedule

In-office 4 days per week + 1 remote

Professional development & training

Resumo da oferta

Gradient Financial Group seeks a detail-oriented, service-driven professional to provide concierge-level support to Financial Services Professionals from application through policy issue and servicing.

You will partner with advisors, agents, carriers, and marketers to move new business and policy servicing processes efficiently in a fast-paced environment. This role combines client interaction with administrative excellence and collaboration across teams.

Qualificações

• High School Diploma or GED required.
• Prior insurance or clerical experience preferred.
• Strong ability to communicate information clearly to others.
• Attention to detail in completing assignments accurately and managing multiple programs.
• Ability to handle confidential information discreetly.

Responsabilidades

• Provide white glove, concierge level service for Financial Services Professionals.
• Build and enrich relationships with Financial Services Professionals and marketers.
• Respond to inquiries via calls, emails and in-person meetings.
• Serve as a dedicated resource for New Business processes and policy servicing.
• Process customer mail and ensure cases move forward to issuance.
• Call carriers or transfer companies to keep cases progressing and issued timely.
• Back up Policy Services processing to ensure same-day review.
• Support other duties as assigned.

Conhecimentos

Concierge service

Relationship building

Communication skills

Data entry accuracy

Time management

Formação académica

High School Diploma or GED

Descrição da oferta de emprego

If you have experience in life insurance or annuity operations and enjoy building strong relationships while helping advisors deliver exceptional client service, this could be the perfect next step for you. We’re seeking a detail-oriented, service-driven professional who thrives in a fast-paced environment and understands the importance of keeping new business and policy service processes moving efficiently. In this role, you’ll partner closely with Financial Services Professionals, agents, carriers, and marketers to provide concierge-level support, manage case progression, and ensure a seamless experience from application through policy issue and servicing.

Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Insurance Brokerage, which provides life and annuity solutions to Financial Services Professionals.

What You’ll Do

• Provide white glove, concierge level service for all Financial Services Professionals
• Build and enrich relationships with Financial Services Professionals and marketers
• Provide direct correspondence and support for Financial Services Professionals inquires, including calls, emails and face-to-face
• Serve as a dedicated resource for New Business processes and procedures
• Process any customer specific mail received
• Build and maintain relationships with an assigned list of agents and their Life or Annuity book of business
• Tasks will include calling agents, carriers, and/or transfer companies to ensure cases are moving forward and being issued in a timely manner
• Provide direct correspondence and support for Financial Services Professionals inquiries, including fielding calls, digital communication via Gradient’s technology platform, emails, and face-to-face during events
• Back up for all Policy Services processing to ensure requests are reviewed same day
• All other duties as assigned

What you Bring

• High School Diploma or GED – Required
• Prior insurance or clerical experience – Preferred
• Basic skill in talking to others to convey information effectively
• Basic skill in completing assignments accurately and with attention to detail
• Basic skill in ability to manage multiple programs simultaneously
• Basic skill in data entry with minimal errors
• Basic skill in managing one’s own time
• Basic ability to process and handle confidential information with discretion
• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ability to work in-office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

Why You’ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. https://www.careers.gradientfinancialgroup.com/