Client Services Assistant

Position Responsibilities

• Obtain policy values, forms, and information from insurance carriers.
• Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don’t make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed.
• Prepare premium invoices and policy summaries.
• Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.
• Update and maintain client information; document all client transactions.
• Understand and adhere to compliance procedures when working with variable life insurance.
• Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations; create new Excel templates for scenarios not adequately covered by existing formats.
• Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience.
• Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis.
• Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner.
• Prepare split dollar reporting.
• Proactively communicate with internal Client Relationship Managers.
• Cook with advanced analytics when needed.

Ideal Candidate Will Possess The Following

• 1-2 years of professional experience, preferably including customer service
• Bachelor’s degree
• Proficiency in Microsoft Outlook, Word, and Excel
• Problem solver; aware of when to escalate issues
• Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment
• Ability to pick up and understand new software and technology relatively quickly
• Understanding of basic financial math concepts is a plus
• Ability to develop and maintain positive relationships within the firm and with common outside contacts
• Strong interpersonal communications skills (both written and oral)
• Willingness to accept constructive feedback
• Strong work ethic and commitment to the highest standards of excellence
• Strong sense of accountability and ownership of his or her work

Compensation / Benefits

Attractive annual compensation package is commensurate with experience
Eligible for annual performance-based bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.