The Client Service Associate specializes in insurance client service and supporting assigned financial representatives as they focus on building a sustainable advisory business. This individual is a liaison between the representative and the home office as well as between the representative and his/her clients. The role is best-suited for individuals seeking a stable work environment with a passion for personal growth through helping others achieve their financial goals. Specific responsibilities may include but are not limited to:

SUPPORT

· Support designated financial representatives in the submission and processing of their outstanding insurance business

· Handle case notes, process correspondence and maintain all client case files assigned

· Ensure that all new files, statements, account forms and other insurance/investment-related materials are filed and documented in the appropriate secure location

· Protect the confidentiality and privacy of all client information

· Answer incoming client phone calls as they pertain to assigned financial representatives

· Contact clients to confirm receipt of forms or request return of completed forms and maintain current client information

· Monitor Daily Status Report (DSR) and expedite any outstanding underwriting requirements

· Communicate with home office to supply or obtain information on behalf of clients and financial representatives

· Prepare and track all insurance policies for delivery

· Monitor and maintain deadlines in accordance with policy delivery requirements and any other associated staff responsibilities

CLIENT SERVICE SUPPORT

· Meet with clients to complete insurance-related applications

· Review insurance applications, conversions and policy changes for completeness and accuracy

· Arrange medical, paramedical and any exams necessary for underwriting

· Provide current status and values for policies and accounts

· Contact and advise clients regarding late payments and other sales and service relatedissues

· Consult with clients on impact of changes to products

· Process incoming insurance service requests from clients (address changes, bank change information, loan requests and beneficiary changes)

QUALIFICATIONS

· Life & Health License STRONGLY preferred – mandatory licensure within 30 business days of hire

· Associate Agent Contract required

· Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

· Excellent oral and written communication skills

· Familiarity with Microsoft applications, data entry and information retrieval software

· Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

· Strong attention to detail with the ability to work with a high degree of accuracy

· Ability to proactively identify what needs to be accomplished and take action as appropriate

· Has interest in learning on a continuous basis

· Associate Agent Contract required

· Ability to embrace change and work in a fast-paced environment

· Ability to work both independently and in a team

· Ability to maintain confidentiality

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

License/Certification:

• Life Insurance License (Preferred)

Ability to Relocate:

• Addison, TX: Relocate before starting work (Required)

Work Location: In person