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Client Services Coordinator

2 months ago

Savannah, United States Green Wealth AdvisoryNorthwestern Mutual Full time

**Client Services Coordinator**
**Green Wealth Advisory**
**Savannah, GA**

**Responsibilities**
- Maintain and monitor workflows to ensure seamless and accurate completion of team tasks/service responsibilities.
- Assist leadership with assessment, improvement, and design of efficient systems and process improvement
- Coordinate internal team meetings & prepare team meeting agendas
- Maintain and management lead advisor calendars/schedules to ensure seamless client meeting experience
- Process incoming insurance product-related requests from clients: policy summaries, product, and account information (statements/tax documents), and account activity clarifications
- Communicate with clients to complete insurance and investment-related paperwork
- Review client-submitted paperwork for completeness and accuracy
- Arrange medical, paramedical and any other exams necessary for underwriting
- Contact and advise clients regarding late payments, policy loans and other service-related issues
- Monitor account funding status; expedite any additional transfer requirements
- Communicate with home office, as needed, to supply or obtain information
- Answers phones and directs calls as appropriate
- Generate and review paperwork to be sent to clients including beneficiary/ownership changes and benefit changes

**Requirements**:

- Exceptional organizational & communication skills [oral & written]
- Highly proactive, engaged & motivated to learn
- Polished presentation
- Excels in collaborative, team environment
- Adaptive to change
- Fulfillment through support and service role
- Proficient with Word, Excel, Outlook, and technology in general
- Desire for additional licensing - Life Accident & Health/ Series 6 & 63
- High attention to detail and strong organizational skills
- 2-3 years of administrative experience

**Future Potential Paths**
- Director of Operations/COO
- Lead Advisor/Lead Service Advisor
- Investment/Financial Planning Director

**Compensation**: Base salary plus bonus opportunity as well as a complete benefits package (negotiable based on experience)

Pay: $45,000.00 - $60,000.00 per year

**Benefits**:

- 401(k) 3% Match
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Work from home

Compensation package:

- Bonus opportunities
- Performance bonus
- Quarterly bonus
- Yearly bonus

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

**Experience**:

- Customer service: 1 year (preferred)

Ability to Commute:

- Savannah, GA 31405 (required)

Ability to Relocate:

- Savannah, GA 31405: Relocate before starting work (required)

Work Location: In person

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