Client Services Associate

Job OverviewWe are seeking a dynamic and motivated Entry Level Client Services Associate to join our team. This role is essential in supporting our sales and marketing efforts, contributing to business development, and enhancing customer relationships. The ideal candidate will possess a blend of sales acumen and marketing knowledge, with a focus on driving growth through effective lead generation and account management.DutiesPrepare and Publish correspondence, including Advisor's emailsSend gifts and/or cards to clientsOversee the daily operation of Advisor's OfficeAnswer multiple phone linesMaintain electronic filing systemInterface with clients, advisors, vendors, and professional contactsAssit with periodic on-site audits; collect data and maintain compliant records required for quarterly transaction reporting; and assist Advisor with submitting dataMaintain calendar for Advisor: schedule appointments for new and existing clients, meetings, and seminarsArrange travel for AdvisorProvide exceptional customer service by addressing inquiries and resolving issues promptly.Prepare presentation items for Adivsor meetings (illustrations, educational materials, prospectuses and applications, bound presentations, etc.Keep detailed and up to date client records with regards to case notes, address changes, account contributions, and changes/updates to client needs, goals and personal informationAssist in filing/processing Insurance claimsForward outgoing correpsondence and marketing materials to the Agency Compliance Officer for approval and maintain physical files per retention requirementsInform clients of policy/account changes (including addition/removal of riders, policy reinstatemetns, rate improvements, exercise of policy option, title change, conversions, reduction of coverage, age correction, breakpoint achievement and dividend change)QualificationsStrategic thinking is a must!Independent and unsupervised work abilitiesProblem solver -must be able to track down solutions and take ownership of a problem until resolution is achievedDetailed oriented while keeping the big picture in viewTeam player and task/goal orientedEstablish priorities and work to achieve team’s business goalsEffectively use technology: information systems & databases, Internet-based research, email correspondence, online advisor tools, etc.Familiarity with Salesforce a plusSocial Media experience including LinkedIN and FacebookCommitment to and focused on customer serviceExcellent written presentation, verbal and interpersonal skillsOrganization, time management, and planning skills a mustFully versed in Microsoft Office 365 Suite and Adobe productsKnowledge of life insurance product designs preferred; ability to learn new systems and process required paperworkSkills Test and Work Style Test will be given prior to final offer being madeCertified Notary Public a plus!Life and Health Insurance Licenses preferred (must be in good standing and active for at least 4 years)SIE, Series 6, and 63 licensing preferred