What are the responsibilities and job description for the Service Specialist position at Campbell Financial?
Job Summary:
We are looking for a Part-Time Service Specialist to support our customer base in our Financial Services and Insurance Office. This position is perfect for an experienced person who would like flexible work hours to fit their schedule and offer work/life balance.
Essential Duties and Responsibilities:
- Answer and problem-solve incoming telephone, voice mail, e-mail and in-person requests professionally and courteously
- Process customer policy change requests
- Take premium payments from clients
- Provide ongoing support to clients, exceeding their expectations
- Process client renewals, claim submission, and follow up
- General service assistance with Medicare if needed
- General service assistance with Financial Planning if needed
- Maintain client and other appropriate information in company software including but not limited to accurate and timely processing of updates and report requests
- Type and design general written and electronic correspondence
Non-Essential Duties and Responsibilities:
- Be available at the direction of the Financial Advisor for other duties and responsibilities including various projects
Education/Experience:
Associate’s degree or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience
Certificates and Licenses:
Ohio property and casualty insurance license OR ability to obtain Ohio property and casualty license is preferred BUT not required.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Campbell Financial are not affiliated.
Job Type: Part-time
Expected hours: 25 to 32 per week
Work Location: In person
Job Type: Full-time
Work Location: In person