Customer Service Manager

Description

Life and Health license required

Successful financial practice is seeking a goal-oriented, self-motivated individual with strong communication and organizational skills. This individual will be responsible for the support of the Financial Advisor/Financial Planner. If you're a self-motivated person, committed to providing phenomenal customer service, and thrives in a fast-paced environment, we invite you to apply!

Responsibilities
• Answer phones and greet clients.
• Update, maintain, and schedule client and other office meetings.
• Manage the adviser's calendar.
• Prepare agents for client appointments, including putting together client paperwork, applications, and marketing materials.
• Process applications for life insurance, long-term care, investment products, and others.
• Track open cases and follow up as needed with the underwriting department and/or clients.
• Prepare weekly reports.
• Coordinate with the service center on all service/account issues.
• Maintain CRM software/database, keeping it current for sorting, searching, reporting, fee tracking, and new business opportunities.
• Client correspondence (i.e., birthday cards, holiday cards, client mass e-mails, quarterly/semi-annual/annual mailings).
• Other general administrative and executive assistant duties as assigned

Qualifications
• Must have superior attention to detail with strong organizational skills.
• Must have a professional appearance, be ethical, detail-oriented, and have the ability to prioritize and multitask.
• Must be highly communicative, organized, friendly, and be able to thrive in a fast-paced environment
• Must work well individually and as a team player.
• Excellent PC skills (highly proficient in Microsoft Office, and Outlook) and ability to learn internal systems.
• Excellent listening, oral, and written communication skills, including presentation and interpersonal skills.
• Dedicated commitment to providing superior customer service with a focus on quality.

Experience:
• Associate's degree or equivalent.
• Investment and/or Life Insurance background (preferred).
• Life/Health Insurance License (required).