Client Service Specialist

Integrity · Norfolk, NE · 2 days ago

OTHRFull-time

About the Role

We are seeking a highly motivated and customer-oriented individual to join our team as a Client Service Specialist. In this role, you will be the first point of contact for our valued clients, providing exceptional service and support. The ideal candidate possesses excellent communication skills, both verbal and written, along with a proactive and solution-oriented mindset. You should have a strong attention to detail, the ability to multitask, and a genuine passion for helping others. If you thrive in a fast-paced environment, enjoy building relationships, and are committed to delivering exceptional client service, we would love to hear from you!

Responsibilities

Deliver exceptional service and resolve customer issues effectively via phone and email interactions.
Receive and process client level requests and forms; reviewing for accuracy and quickly resolving issues with participants as they arise.
Handle and de-escalate challenging industry questions while maintaining professionalism and composure.
Assist participants with technical issues regarding the website, app, or our forms.
Review and update internal processes based on client feedback.
Maintain keen attention to detail in managing client information, processing requests, and ensuring accuracy in all interactions.
Keep up to date with the changing landscape of the industry through scheduled webinars, trainings, and team meetings.

Requirements

Communication Skills: Ability to communicate with customers clearly and effectively, both verbally and in email.
Problem-Solving Skills: Capability to handle and resolve customer issues or complaints efficiently and professionally.
Patience and Empathy: Being patient and understanding, especially when dealing with frustrated or upset customers.
Basic Computer Skills: Familiarity with using computers, including navigating office software, and handling email and other digital communication tools.
Attention to Detail: Being meticulous in handling customer requests and maintaining accurate records.
Positive Attitude: A friendly and upbeat demeanor to enhance customer interactions and contribute to a better customer experience.

About the Company

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and, in doing so, have established an outstanding reputation for quality service. We believe in the growth of our employees and provide opportunities for advancement by offering the training and education needed to be successful.

Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone, or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

Benefits

Integrity offers a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.