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Client Solutions Center Specialist

2 months ago

Atlanta, Georgia, United States Rose International Full time

Position Title: Solutions Center Representative

Job Overview:

As a Solutions Center Representative, you will play a vital role in delivering exceptional service to our clients, partners, and investment professionals. Your expertise in product knowledge and regulatory requirements will be essential in addressing inquiries related to accounts and plans.

Key Responsibilities:

  • Handle incoming communications from investment professionals and clients, providing insights on a range of topics while demonstrating a comprehensive understanding of our product offerings.
  • Interpret and implement updates to existing products, ensuring clarity and compliance with all regulatory changes.
  • Document interactions meticulously to enhance our understanding of client needs and foster deeper relationships.
  • Adhere to all compliance regulations, ensuring that all communications meet industry standards and legal requirements.
  • Educate clients on the implications of various plan features, ensuring they are well-informed about their options and benefits.
  • Analyze client issues to determine effective solutions, striving for resolution on the first contact and collaborating with internal teams as necessary.
  • Engage in regular discussions with leadership to outline career development strategies and set performance goals.

Qualifications:

Education: High school diploma or equivalent required; a degree in finance, business administration, or a related field is preferred.

Experience: A minimum of one year in customer service or sales roles is necessary.

Skills: Strong knowledge of insurance products and sales processes, excellent communication abilities, and proficiency in office software are essential. Understanding of legal implications related to product features is also required.

Equal Opportunity Employment:

Rose International is committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.