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Client Service Specialist

The SKG Team at Barnum Financial GroupElmsford, NY
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

  • Client inbound and outbound service
  • Addressing client and account inquiries
  • Routing correspondence, and drafting letters/documents
  • Assist clients in servicing their accounts (i.e. account information changes, distributions, transfers, etc.)
  • Preparing life, disability, and long-term care insurance quotes for clients
  • Work with our firm’s resources to delegate such work and then proofread and verify for accuracy
  • Phone conversations with clients to intake information, and then completing electronic applications and sending for signature
  • Work with clients and paramedical vendors to schedule health exams
  • Prepare presentations for client meetings
  • Utilize Salesforce to track opportunities, relationships and activity
  • Manage “mill”, cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status.

We are looking for an individual with the following traits:

  • Outgoing, comfortable on the phone (no cold calling)
  • Strong customer service skills
  • Energetic
  • Organized
  • Experienced in life insurance and salesforce
  • Process driven
  • Detail oriented
  • Efficient
  • Enjoys being a part of a team
  • Able to multi-task
  • Comfortable with strict deadlines and varying workload

Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

  • Bachelor’s degree preferred; associate degree required
  • Experience in Microsoft Office required (Excel/Word/Outlook)
  • Life & Health license strongly encouraged
  • Salesforce CRM experience ideal

Benefits

Salary: $65,000 plus performance bonus- Up to 20% total bonus potential.

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

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FAQs About Client Service Specialist Jobs at The SKG Team at Barnum Financial Group

What is the work location for this position at The SKG Team at Barnum Financial Group?
This job at The SKG Team at Barnum Financial Group is located in Elmsford, NY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The SKG Team at Barnum Financial Group?
Employer has not shared pay details for this role.
What employment applies to this position at The SKG Team at Barnum Financial Group?
The SKG Team at Barnum Financial Group lists this role as a Full-time position.
What experience level is required for this role at The SKG Team at Barnum Financial Group?
The SKG Team at Barnum Financial Group is looking for a candidate with "Senior-level" experience level.
What benefits are offered by The SKG Team at Barnum Financial Group for this role?
The SKG Team at Barnum Financial Group offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The SKG Team at Barnum Financial Group?
You can apply for this role at The SKG Team at Barnum Financial Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.