The Client Service Manager specializes in client service and communication to ensure the maintenance of an efficient, organized office that allows the advisor to focus their energy on building client relationships. The Client Service Manager is a liaison between the home office underwriting department, financial advisor, support team, and clients. Specific responsibilities may include but are not be limited to:
· Maintain financial representative’s calendar and schedule follow-up appointments
· Generate paperwork for insurance applications
· Process incoming insurance service requests from clients (address changes, bank changes, loan requests and ISA service inquiries)
· Contact clients to set up follow-up meetings
· Contact clients to confirm receipt of forms or request return of completed forms
· Arrange paramedical exams necessary for insurance underwriting
· Contact clients regarding late payments
· Work with network office/home office to resolve client account issues
· Process client/prospect reservations for marketing events such as seminars and assist in preparation of seminar materials and event mailings
· Maintain current client information for all product lines
Qualifications:
· Bachelor’s Degree
· Life and Health Insurance License preferred, but not required
· Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
· Excellent oral and written communication skills
· Familiarity with Microsoft applications and data entry and information retrieval software
· Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
· Strong attention to detail with the ability to work with a high degree of accuracy
· High sense professional, assertiveness, and a friendly/approachable demeanor

Compensation:

• Base Salary: $65,000-$80,000 (DOE)
• Total Compensation: $80,000-$100,000
• Incentive Bonuses
• Health Insurance
• Retirement Plan (401k with match)
• Credentialing Tuition

Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Work Location: In perso

Please refer the Job description for details