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Client Relations Specialist

2 months ago

Goshen, United States Everence Full time
Job OverviewPOSITION SUMMARY

Assist the National Sales Team in their sales initiatives. Provide technical knowledge along with clerical and administrative support for financial advisors. Ensure exceptional customer service for existing policyholders, members, prospects, and staff.

KEY RESPONSIBILITIES

  1. Become adept in utilizing the Everence client database system (CRM) to efficiently manage ongoing client information and office workflows.
  2. Develop and maintain a comprehensive understanding of all Everence investment and insurance offerings, documentation, and processing systems.
  3. Prepare investment assessments.
  4. Gain and uphold a solid understanding of compliance regulations.
  5. Participate in scheduled team meetings and conference calls.
  6. Perform various administrative tasks such as maintaining current product-related forms, photocopying, filing, scanning, faxing, drafting letters and memos, executing various mailings, answering phone calls, and updating the client database system (CRM).

Sales Support Functions:

  1. Effectively address customer inquiries and questions regarding a range of products and services.
  2. Process and maintain various communication approvals through the Broker-Dealer compliance system.
  3. Keep current forms, investment materials, and compliance documentation updated.
  4. Prepare and compile materials required for appointments or mailings.
  5. Complete applications and service request forms using an automated forms system (LaserApp, DocuPace).
  6. Process and forward applications to the relevant departments and companies.
  7. Monitor pending trades and account activities, sending thank you letters upon receipt of confirmations.
  8. Provide updates and confirmations to the respective Consultants whenever money movement processes occur, and send confirmations to clients as well.
  9. Draft correspondence and various client reports.
  10. Stay informed with announcements posted daily on the Everence secure consultant website, as well as non-Everence product websites.
  11. Establish and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase).
  12. Input client data using Financial Profiles software.
  13. Schedule client appointments and manage phone inquiries.
  14. Assist with marketing and mailing projects as necessary.
  15. Screen incoming calls and direct them to the appropriate consultant or representative.

Assist with additional projects as assigned.

QUALIFICATIONS

Education:

Preferred completion of at least two years of college or specialized training.

Experience:

  1. Prior experience in financial services or the insurance sector is preferred.
  2. A minimum of two years of administrative support experience is preferred, including proficiency in Microsoft Office software.
  3. Must possess experience or aptitude to learn PC-based software applications.

Skills and Abilities:

  1. Personable demeanor: enjoys assisting others; proficient phone skills.
  2. Ability to take initiative; proven organizational skills; strong attention to detail.
  3. Exhibits good judgment and maintains a positive attitude.
  4. Strong problem-solving skills.
  5. Respect for confidentiality of information.
  6. Enthusiastically supports the mission of Everence.
  7. Ability to manage multiple tasks and interruptions with efficiency, calmness, and courtesy.
  8. Effective communication skills with all contacts, both internal and external.
  9. Ability to handle challenging situations with tact and diplomacy.
  10. Excellent written and verbal communication skills; strong grammar and spelling abilities.
  11. Ability to engage with the public in a professional and friendly manner.

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time