Client Support Specialist
4 weeks ago
SILAC Insurance Company is a leading insurance provider that offers a range of innovative products to help individuals prepare for retirement. Our team is dedicated to delivering exceptional service to our clients, agents, and business partners, while fostering a culture of adaptability, innovation, and trust.
Job OverviewAs a Client Support Specialist, you will play a critical role in providing support to our sales agents via telephone and email. This role requires strong communication and problem-solving skills, as well as the ability to work in a fast-paced environment.
Key Responsibilities- Contract new sales agents and ensure accurate setup and compliance with regulatory requirements
- Verify agent information and initiate credit and background checks
- Process commission schedules and ensure accurate payment
- Provide exceptional customer service and support to sales agents via phone, email, and other means
- Communicate professionally and clearly with sales agents and company staff
- Clerical and customer service experience
- Ability to work specific hours to meet phone coverage standards
- Detail-oriented with the ability to complete tasks correctly
- Ability to plan, prioritize, and meet deadlines
- Ability to research, document, track, and summarize information and data
- Ability to think creatively to solve problems and make decisions promptly
- Ability to communicate professionally and clearly verbally and in writing
- Experience using computers and PC applications such as MS Word, MS Excel, Outlook, and Jira
- High school diploma or GED, clerical or customer service or sales experience
- Knowledge of life, health, and annuity products and operational functioning
- Experience as a support specialist in an insurance agency
- Basic accounting experience
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