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Open nowPosted 7 hours ago

Client Service Specialist

Workable (global search)107,801 open roles

Where
Elmsford, NY, United States
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Your applicationOpen nowClient Service SpecialistWorkable (global search) · Elmsford, NY, United States

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

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The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 2 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.5%3 days
  3. 8.0%7 days
  4. 15.0%14 days
  5. 34.1%30 days
This job: posted 7 hours ago

Workable (global search) median: 2 days open

The posting

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

  • Preparing life, disability, and long-term care insurance quotes for clients
  • Work with our firm’s resources to delegate such work and then proofread and verify for accuracy
  • Phone conversations with clients to intake information, and then completing electronic applications and sending for signature
  • Work with clients and paramedical vendors to schedule health exams
  • Prepare presentations for client meetings
  • Utilize Salesforce to track opportunities, relationships and activity
  • Manage “mill”, cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status.

We are looking for an individual with the following traits:

  • Outgoing, comfortable on the phone (no cold calling)
  • Strong customer service skills
  • Energetic
  • Organized
  • Experienced in life insurance and salesforce
  • Process driven
  • Detail oriented
  • Efficient
  • Enjoys being a part of a team
  • Able to multi-task
  • Comfortable with strict deadlines and varying workload

Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

  • Bachelor’s degree preferred; associate degree required
  • Experience in Microsoft Office required (Excel/Word/Outlook)
  • Life & Health license strongly encouraged
  • Salesforce CRM experience ideal

Benefits

Salary: $65,000 plus performance bonus- Up to 20% total bonus potential.

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
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