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Client Services Representative in North Newton, KS at Everence

Date Posted: 3/23/2019

Job Snapshot

Job Description

POSITION SUMMARY
Provide exceptional client service and high-level administrative support to one or more financial advisors. Serve both advisor and client with excellence and professionalism. The role involves a significant amount of work with financial data and confidential client information. 


RESPONSIBILITIES AND DUTIES
1. Prepare for client appointments by assembling product literature, insurance illustrations, forms, client reports, and other applicable information. Extensive responsibility for the preparation of account paperwork.
2. Schedule client appointments, answer phone calls, and complete follow-up calls as instructed by designated representatives and advisors.
3. Acquire and maintain a strong working knowledge of Everence insurance and investment products and the systems for processing workflow.
4. Effectively manage customer inquiries and questions regarding various products and services. If appropriately licensed, meet with prospective clients individually to describe insurance product offerings.
5. Become proficient using the Everence client database system (CRM) to effectively set up and manage ongoing client data, as well as the OnBase system for scanning client information.
6. Prepare application forms using an automated form system (LaserApp) or the Everence Document Library. Process and forward applications to appropriate departments and/or companies.
7. Prepare client correspondence as needed.
8. Submit communications (i.e. letters, collateral materials, presentation content, etc.) to AdTrax for compliance as needed.
9. Coordinate licensing and education requirements with insurance carriers and investment companies.
10. Handle marketing and mailing projects as needed.
11. Support the representatives and advisors with seminars, including marketing/promotion, maintaining seminar supplies, and collecting prospective client data.
12. As needed, serve as front desk receptionist, greeting members as they arrive and monitoring the reception area for literature and tidiness to provide a welcoming atmosphere. Screen incoming calls and forward to appropriate representative or advisor.

QUALIFICATIONS
Education:
Prefer at least two years of college or specialized training.
Experience:
1. Prior experience in financial services, insurance industry, or tax accounting office desired.
2. Minimum of two years administrative support experience strongly preferred, including proficiency in using Microsoft Office software.
3. Must have experience or aptitude to learn PC-based software programs.
License(s):
Hold a Kansas license for life, accident, and health insurance, or ability to obtain such license.
Skills and Abilities:
1. Consistently accurate with high attention to detail and organization.
2. Exceptional client service capabilities.
3. Self-motivated with desire to take initiative.
4. Sensitive to the confidentiality of information.
5. Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy.
6. Exceptional time management.
7. Willingly embrace and support the mission of Everence; positive attitude.
8. Ability to handle difficult situations with tact and diplomacy. Ability to meet the public in a professional and friendly manner.
9. Ability to exercise good judgment; problem solving.
10. Excellent communication skills, including both written and verbal.
11. Ability to be prompt and organized, ready to provide support at scheduled work times.

SUPERVISORY RESPONSIBILITIES: None

SCHEDULE: This is a full-time position

LOCATION: North Newton, Kansas

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