Client Services Senior Associate

Position Responsibilities

• Leadership
• Oversee team of 3-4 team members by monitoring individual workloads and goals.
• Provide guidance, training, and constructive feedback to team members to drive productivity.
• Act as the liaison between the team and management.
• Foster a collaborative and motivated team culture.
• Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience.
• Portfolio Management
• Absorb and anticipate additional questions and information required for clients to make informed decisions.
• Prepare and explain relevant analysis.
• 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 split dollar reporting.
• 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.
• Compliance
• Understand and adhere to compliance procedures when working with variable life insurance.
• Communication
• Proactively communicate with internal Client Relationship Managers.
• Cook with the Financial Analysts when advanced analytics are needed.

Ideal Candidate Will Possess The Following

• 3-5 years of client service experience in the insurance industry preferred.
• 2-4 years in a leadership or senior role.
• Bachelor’s degree.
• Industry Licenses (a plus) – Series 6, 63, Life, Accident & Health.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Understanding of life insurance products (term, whole life, UL, IUL, GUL, VUL).
• Experience with life insurance customer service.
• Demonstrated leadership qualities and experience.
• Problem solver; confidence to handle issues independently and judgment to escalate when needed.
• 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 like gross and net rates of return, gain/loss.
• Understanding of estate planning fundamental (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.

Working Conditions/Demands/Complexity

• Required to work on a computer for a substantial part of the day.
• Frequent work in the evenings and occasionally weekends, as needed to meet deadlines.