This position is being offered by The Crossroads Group. WestPoint Financial Group is assisting with sourcing of this position.

The Crossroads Group seeks to help people make sense of financial decisions regardless of what life has in store. Together, in partnership with their clients, they work to bring understanding and confidence to the decisions that are made to create financial success and financial freedom. The Crossroads Group is committed to sharing knowledge and experience, helping clients enjoy the journey (not just the destination), and ensuring that their clients' objectives are met. The Crossroads Group places care and commitment to each and every person they work with at the center of all they do.

The Crossroads Group is currently seeking a Client Relationship Manager to oversee the day-to-day operations as assigned, while organizing and maintaining files and tasks in support of two advisors. The ideal candidate will be resourceful, proactive, able to work both individually and with a team, and possess flexibility and patience for ongoing industry procedure changes.

Applicants should have Microsoft Office proficiency, as well as computer aptitude to learn proprietary software programs quickly. Knowledge of Insurance and Financial Industry is a plus, as the candidate will help collect and process new business from application to completion, while adhering to strict compliance procedures.

Key Competencies:

• Organization and planning skills
• Work management with prioritizing/multi-tasking ability
• Verbal and written communication skills (including telephone etiquette, proper spelling, and grammar)
• Problem solving ability 
• Accuracy with attention to detail
• Adaptable
• Reliability
• Teamwork
• Proactive
• Quick learner

Responsibilities include, but are not limited to:

Managing "Post Sale" Responsibilities

• Enter and submit client applications
• Engage with various people in the medical underwriting process
• Proactive case tracking
• Execute resourcefulness and problem resolution to achieve desired result
• Use CRM to record all aspects of client and related tasks
• Support the team technologically

Excellent Client Communication

• Build a genuine and positive rapport with existing clients and prospects
• Assist with ongoing service issues (policy renewals, premium pays, etc.)
• Set up annual client review appointments and schedule service meetings with existing clients
• Manage details for special events

Resourcefulness

• Handle all incoming requests from Advisors, Home Office, team members or WestPoint staff
• Prepare materials for presentations and meetings
• Proactively look ahead

Experience:

• 3-5 years administrative experience
• Industry experience a plus, but not required

Benefits:

• Paid holidays and PTO
• Other benefits negotiable