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The Client Service Specialist will be responsible for the dissemination and tracking of offering and marketing material to financial advisors and their clients, assisting financial advisors and their clients in the completion of the investor application and consulting on the investment process.
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Role Summary We are looking for a tech-savvy Client Support Specialist with a service-based attitude and exceptional problem-solving skills to join our team. Perks & BenefitsWe offer a competitive benefits and compensation package including paid time off, paid holidays, medical, dental, vision, long-term disability, voluntary life insurance, legal benefits, identity theft protection, health savings account, education reimbursement, learning and development reimbursement, company-paid basic life insurance, company-paid short-term disability, and a 401(k) plan with a company match.
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Full time employees may be eligible for a bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program.
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Benefits and Other Compensation: We provide a comprehensive benefits package that promotes employee health, performance, and success which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time off and parental leave, paid holidays, 401(k) retirement savings plan with employer match, performance-based bonus eligibility, employee referral bonuses, tuition reimbursement, pet insurance and long-term care insurance.
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Detailed Description:The Marketing/Proposal Specialist supports sales / marketing and business development efforts, including: strategic client development, proposal tracking; creation of persuasive proposals, presentations, and marketing materials; article writing; team development and training; and maintenance of systems and tools to promote overall efficiency and effectiveness.
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Trading Support: Facilitate and execute investment trades on behalf of clients, ensuring compliance with regulations and guidelines while striving for optimal outcomes Requirements:Bachelor’s degree requiredWilling to obtain the Series 7 License, Series 66 License, Life & Health Insurance License Practice will support you obtaining your licensure Prior clerical experience in financial planning, wealth management, or related role is preferred.
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About the Role:The Client Care Specialist will demonstrate exceptional customer service skills at all times to represent the organization and perform day-to-day operations of the front desk.
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Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Our brokerage is seeking a Client Service Specialist to support our Servicing Department.
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Qualifications Bachelor's Degree and 1 year of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 5 years of experience in Sales and Banking including Securities Trading License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required Skill(s): Understanding of back office roles for a broker dealerClient Service - Receives, researches, and resolves client inquiries and concerns.
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This role requires a strong understanding of medical billing and coding, excellent attention to detail, and the ability to provide exceptional customer service to patients and insurance providers.
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We offer competitive compensation and full benefits, including health, dental, vision, life insurance, PTO, and 401k + match. The Client Intake Specialist is the first point of contact for all clients and represents the Reaves Law Firm to all clients and contacts.
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Learn more about what makes us different and how you can thrive as a Unit Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
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Troubleshoot and resolve both system and client issues during implementation Provides a smooth and informative transition of new clients to thepany and then to the assigned Payroll Specialist Scans and attaches all client setup paperwork and employee enrollment packages in the system Provides a high level of customer service to ensure client satisfaction.
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Benefits Options: Medical / Health Insurance (Multiple Plan Options) HSA and FSA Options (CRG will match $500 of your HSA contributions!) Life and AD&D Insurance Long-Term & Short-Term Disability Insurance Accident, Hospital, & Critical Illness Insurance Category Code: JN003, JN002#zr.
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Job DescriptionJob DescriptionROLE DESCRIPTION:As Insurance and Financial Specialist with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position.
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life and health insurance client service specialist jobs in Dothan, Alabama
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