Company Overview
Our client, a leading wealth management firm, provides a holistic approach to financial planning, covering investment management, estate and tax planning, asset protection, and insurance solutions. Known for delivering exceptional client experiences and innovative strategies, this firm is seeking a meticulous and empathetic Client Service Associate - Insurance and Annuity to join their team.
Position Overview
The Client Service Advisor - Insurance and Annuity will manage the complete process for life, disability, long-term care insurance, and annuity applications. This role is vital to ensuring smooth client interactions by managing all aspects of the insurance and annuity lifecycle and keeping advisors informed on the status of the sales pipeline.
Key Responsibilities
- Create detailed, client-specific insurance and annuity illustrations and proposals.
- Process various insurance and annuity applications with accuracy and efficiency.
- Provide ongoing support for inforce policies, handling client service requests.
- Address client inquiries and resolve issues swiftly with a problem-solving mindset.
- Guide clients through complex insurance processes with empathy and clarity.
- Proactively manage the sales pipeline, updating advisors and clients on application statuses.
- Collaborate closely with advisors to meet client needs and adhere to deadlines.
- Maintain accurate records of client interactions within Salesforce CRM (Salesforce experience is a plus).
- Stay current with insurance and annuity products, company processes, and industry regulations.
Qualifications
- Strong organizational skills with excellent attention to detail.
- Ability to prioritize and multitask effectively in a fast-paced environment.
- Excellent communication and client service skills.
- Familiarity with life, disability, long-term care insurance, and annuity processing is preferred.
- Experience with Salesforce CRM is a plus.
- A proactive problem-solver with a commitment to outstanding client experiences.
Compensation
$65,000 base salary
Why Join?
This is an opportunity to work in a client-centric, collaborative environment where every team member plays a significant role in client success. If you’re passionate about personalized service and dedicated to helping clients reach their financial goals, this position is for you.
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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