Job Summary:
We are seeking a highly motivated and customer-oriented individual to join our team as a Client Relations Specialist. As a Client Relations Specialist, you will be responsible for building and maintaining positive relationships with our clients as well as our team of reps, providing exceptional customer service, and ensuring client satisfaction. Other responsibilities will include a variety of administrative tasks including communicating with our home office and helping our team with admin support, coordinating meetings, handling correspondence, and providing general office support.

Duties:
- Analyze client needs and provide appropriate solutions
- Communicate effectively with clients to understand their requirements and address any concerns
- Provide excellent customer service by promptly responding to client inquiries and resolving issues
- Conduct outbound calls to existing clients to gather feedback and identify opportunities for upselling or cross-selling
- Perform data entry tasks accurately and efficiently
- Maintain client records and update information as needed
- Collaborate with internal teams to ensure smooth delivery of products or services to clients
- Assist in sales activities, such as preparing quotes or proposals for potential clients

Requirements:

• Learning our CRM tool and using with proficiency
• Previous experience in an administrative role preferred
• Excellent organizational and time management skills
• Strong attention to detail and accuracy
• Proficiency in Microsoft Office suite (Word, Excel, Outlook)
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Preferably holds a life insurance license, but willing to pay for license for the right candidate
• Also, we are willing to pay for securities licensing, SIE, Series 6, Series 63
• Background check and fingerprints required

-Fluent in English; proficiency in Spanish or any other additional language is a plus
- Strong communication skills, both verbal and written
- Excellent phone etiquette and active listening skills
- Previous experience in customer service or client relations preferred
- Ability to analyze information and problem-solve effectively
- Proficient in data entry and computer skills
- Ability to work independently as well as part of a team

We offer competitive compensation, professional development opportunities, and a supportive work environment. If you are passionate about delivering exceptional customer service and building strong client relationships, we would love to hear from you.

Note: This is a paid position

Job Type: Part-time

Pay: $18.00 - $20.00 per hour

Expected hours: 15 – 25 per week

Benefits:

• Flexible schedule
• On-the-job training
• Professional development assistance
• Work from home

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

License/Certification:

• Life Insurance License (Preferred)

Ability to Commute:

• Brentwood, TN 37027 (Required)

Ability to Relocate:

• Brentwood, TN 37027: Relocate before starting work (Required)

Work Location: Hybrid remote in Brentwood, TN 37027