Client Support Specialist

2 weeks ago

Goshen, United States Everence Full time
Job OverviewPOSITION SUMMARY

Assist the National Sales Team in achieving their sales objectives. Provide essential technical knowledge and administrative support to financial consultants. Ensure exceptional service delivery to existing policyholders, potential clients, and internal staff.

KEY RESPONSIBILITIES

  1. Develop proficiency in utilizing the Everence client management system (CRM) to efficiently oversee client information and office workflows.
  2. Gain and sustain comprehensive knowledge of all Everence investment and insurance offerings, documentation, and processing systems.
  3. Prepare and present investment evaluations.
  4. Maintain a thorough understanding of compliance standards.
  5. Participate in scheduled team meetings and conference discussions.
  6. Perform various administrative tasks including maintaining product-related documentation, photocopying, filing, scanning, faxing, drafting letters and memos, managing mailings, responding to phone inquiries, and updating the client management system (CRM).

Sales Support Functions:

  1. Efficiently address customer inquiries and provide information regarding a range of products and services.
  2. Manage and process communication approvals through the Broker-Dealer compliance framework.
  3. Keep up-to-date forms, investment resources, and compliance documentation.
  4. Prepare and compile materials required for client meetings or mailings.
  5. Utilize an automated forms system (LaserApp, DocuPace) to prepare applications and service requests.
  6. Forward applications to the relevant departments and organizations.
  7. Monitor pending transactions and account activities, sending appreciation letters upon receipt of confirmations.
  8. Provide updates and confirmations to the respective Consultants during financial transactions, ensuring clients are informed as well.
  9. Draft correspondence and various reports for clients.
  10. Stay informed with daily announcements on the Everence secure consultant portal and other relevant product websites.
  11. Organize and maintain client files in physical format, database management system (CRM), and scanning system (OnBase).
  12. Input client information using Financial Profiles software.
  13. Schedule client meetings and manage phone communications.
  14. Assist with marketing and mailing initiatives as required.
  15. Screen incoming calls and direct them to the appropriate consultant or representative.

Assist with additional projects as needed.

QUALIFICATIONS

Education:

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

Experience:

  1. Previous experience in financial services or the insurance sector is advantageous.
  2. A minimum of two years of administrative support experience is preferred, with proficiency in Microsoft Office applications.
  3. Experience or ability to learn PC-based software programs is essential.

Skills and Competencies:

  1. Personable demeanor with a passion for assisting others; proficient phone communication skills.
  2. Ability to take initiative; demonstrated organizational skills; strong attention to detail.
  3. Exhibits sound judgment and maintains a positive outlook.
  4. Strong problem-solving capabilities.
  5. Respect for confidentiality of sensitive information.
  6. Enthusiastically supports the mission of Everence.
  7. Ability to manage multiple tasks and interruptions with efficiency and professionalism.
  8. Effective communication skills with all stakeholders, both internal and external.
  9. Ability to navigate challenging situations with tact and diplomacy.
  10. Excellent written and verbal communication skills, including proper grammar and spelling.
  11. Professional and friendly demeanor when interacting with the public.

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time

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