Client Relationship Manager

1 day ago


Goshen, Indiana, United States Everence Full time
Job Summary

Everence is seeking a highly skilled and detail-oriented Client Services Representative to support the sales efforts of our National Sales Team. This role requires a strong understanding of financial services and insurance products, as well as excellent customer service skills.

Key Responsibilities
  • Become proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes.
  • Acquire and maintain a strong working knowledge of all Everence investment and insurance products, paperwork, and the systems for processing workflow.
  • Prepare investment reviews and maintain current forms, investment materials, and compliance records.
  • Provide sales assistance, including managing customer inquiries and questions, processing communications approvals, and preparing and assembling materials for appointments or mailings.
  • Process and forward applications to appropriate departments and companies, and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase).
  • Input client data using Financial Profiles software and schedule client appointments.
Qualifications
  • Prior experience in financial services or the insurance industry is preferred.
  • A minimum of two years of administrative support experience is preferred, including proficiency in using Microsoft Office software.
  • Must have experience or aptitude to learn PC-based software programs.
Skills and Abilities
  • Personable and proficient with phone skills.
  • Ability to take initiative and exercise good judgment.
  • Problem-solving abilities and sensitivity to confidentiality of information.
  • Excellent communication skills, including both written and verbal.


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