Advisor Support Specialist

RETIREMENT ANALYST

** Multiple locations in NJ - please apply if in the state with experience **

This position is to bridge the gap between the advisors and our support team to ensure each touchpoint across the client journey is engaging, efficient, and effective.

The analyst will serve as the conduit between the client, the Risk Advisor (RA), Client Relations Manager (CRM), insurance carrier(s), and/or customer care centers, and is responsible for the advice and account maintenance by any of the above-mentioned parties. Client retention and satisfaction are achieved by working with support teams, assisting sales, and acting in accordance with the company’s vision and values.

Essential Duties and Responsibilities:

• Complete work during core hours of 8:30 a.m. – 5:00 p.m. – Monday-Friday.
• Collaborate with internal partners to provide client service and operations to maintain a flow of communication and to be a positive contributor in a team environment.
• Build and cultivate relationships within the client’s organization by going beyond insurance.
• Recognize and respond to the client’s needs according to best practices.
• Utilize strong time management and organizational skills.
• Be an energetic self-starter that is flexible, consultative, and results-oriented.

Qualifications, Skills, and Requirements:

• Demonstrates client service excellence, business acumen, and understanding of value-based selling.
• Ability to manage multiple tasks simultaneously and work effectively under tight deadlines.
• Written communication skills – must be concise, organized, and clear.
• Analytical and computing skills – must be accurate and astute.
• Verbal communication skills – convey ideas persuasively, either speaking spontaneously or in a prepared presentation.
• Readily adjusts to rapid changes in technology, products, and the marketplace.
• Aptitude for necessary computer programs.

Success in this role will be measured through KPIs outlined and reviewed periodically throughout the year:

• Incoming service requests (Phone/Email/Mail)
• Claim service
• Certificates of Insurance and contract reviews for existing clients
• Client experience delivery (education and tools)
• Work with CRM on client management and projects as needed

Education and Experience:

• Prefer a four-year college degree or 2-3 years of experience
• Demonstrated and proven ability in analyst, account management or client service.

Physical Requirements:

This role is primarily hybrid, with some light travel for in-person meetings when needed. This role is either seated or standing for most of the workday at a desk or table. This is a sedentary role.

• Needs to occasionally move about inside the office to access resources.
• Constantly using hands and fingers to operate a computer and other office equipment (copy machine, label machine, etc.).
• Work takes place in a well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.