Client Service Representative
2 days ago
Retirement Plan Consultants, a partner with Integrity Marketing Group, has been serving the Downtown Norfolk, Nebraska community since 2008. Our office supports over 1,800 plans and 17,500 participants for companies across the United States. We are dedicated to providing a customized plan to assist participants on their way to retirement, establishing an outstanding reputation for quality service in the process.
Job SummaryWe are seeking a highly motivated and customer-oriented individual to join our team as a Client Service Specialist. In this role, you will be the first point of contact for our valued clients, providing exceptional service and support. The ideal candidate possesses excellent communication skills, both verbal and written, along with a proactive and solution-oriented mindset. You should have a strong attention to detail, the ability to multitask, and a genuine passion for helping others.
Primary Responsibilities:- Deliver exceptional service and resolve customer issues effectively via phone and email interactions.
- Receive and process client level requests and forms; reviewing for accuracy and quickly resolving issues with participants as they arise.
- Handle and de-escalate challenging industry questions while maintaining professionalism and composure.
- Assist participants with technical issues regarding the website, app, or our forms.
- Review and update internal processes based on client feedback.
- Exercise keen attention to detail in managing client information, processing requests, and ensuring accuracy in all interactions.
- Stay up to date with the changing landscape of the industry through scheduled webinars, trainings, and team meetings.
- Communication Skills: Ability to communicate with customers clearly and effectively, both verbally and in email.
- Problem-Solving Skills: Capability to handle and resolve customer issues or complaints efficiently and professionally.
- Patience and Empathy: Being patient and understanding, especially when dealing with frustrated or upset customers.
- Basic Computer Skills: Familiarity with using computers, including navigating office software, and handling email and other digital communication tools.
- Attention to Detail: Being meticulous in handling customer requests and maintaining accurate records.
- Positive Attitude: A friendly and upbeat demeanor can enhance customer interactions and contribute to a better customer experience.
Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.
We offer a family-like environment that is rewarding and cutting-edge. We put our people first, providing a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone, or online. Our employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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