Client Service Associate

Our organization is looking for an individual to assist our plan managers in administering various retirement plan designs for our clients. This person will work mostly with insurance carriers and participants related to transactional work duties. This includes obtaining policy values, updated process instructions from insurance carriers, facilitating form completion and submission, preparing templatized work product for reporting and deliverables, as well as whatever else is needed in support of our plan administration. Your purpose will be to manage the day-to-day deliverables assigned to you, manage the task calendar, provide project support where needed, maintain communication between the team, carriers and participants, and deliver client work in a timely and accurate fashion to meet the strategic client goals for their programs. This includes clear and concise communication, an understanding of carrier form requirements, and basic understanding of life insurance and policy services.

This role will be responsible for tracking client-related duties as assigned under the direction of a Plan Manager. This position requires knowledge of life insurance, life insurance forms and processes, great attention to detail, and the ability to manage multiple projects at one time. In addition, following up on all client service administration and attending staff meetings to serve as liaison between Plan Management and other departments.

Essential Functions:

• Excellent communication & impeccable organizational skills
• Time management
• Detail oriented
• Analytical thinker
• Collaboration skills
• High process skills
• Willing to do what’s needed to meet a client deliverable
• Anticipate what is needed.
• Not easily frustrated
• Servant leadership mentality
• Follow-up with Team Members to ensure tasks are being completed with deadlines
• Other duties and responsibilities as assigned by leadership

Knowledge Base:

• General knowledge of insurance and insurance transactions
• General knowledge of estate planning and wealth management a plus
• Computer and office equipment experience, including word, excel & database entry
• Attention to detail and accuracy of work are imperative
• Must be dependable and flexible in changing priorities with the ability to handle multiple tasks
• Good communications skills with an ability to speak to staff and advisors clearly and concisely
• Ability to apply common sense, understanding and able to carry out detailed but uninvolved written or oral instructions

Work Experience:

• 5+ years of experience in life insurance and general business planning
• Ideally, the experience should be in servicing and underwriting with strong knowledge individual life insurance procedures.