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Client Relations Coordinator

2 months ago

Arden Hills, Minnesota, United States Catholic United Financial Full time

Are you a committed professional with exceptional attention to detail, discretion, and a strong service orientation? Do you aspire to positively impact the lives of others and your community?

We are looking for an enthusiastic Client Relations Coordinator to support our expanding sales teams.

This role, which we refer to as our Sales Outreach Coordinator, is integral to a team dedicated to delivering sales, service, and support to our valued Members. Additionally, you will assist Regional Directors, Member Advisors, and potential Members in essential outreach initiatives.

Key Responsibilities:

  • Act as the primary liaison between Member Services and Member Advisors, addressing workflow challenges and enhancing efficiencies.
  • Monitor and follow up on service tasks as an advocate for Member Advisors with Member Services and Inside Sales.
  • Provide timely follow-up and solutions for our Member Advisors in collaboration with our Member Service team.
  • Serve as the initial point of contact for Members and Member Advisors at our Home Office.
  • Manage data entry into the Contact Management System for notes and leads concerning unassigned Members and prospective Members on a daily basis.
  • Schedule appointments for our Member Advisors and Sales Support with current and prospective Members.
  • Conduct data entry for ongoing Sales Support projects, including leads and other administrative tasks.
  • Handle inquiries from policyholders/Members to explain policies, suggest modifications to insurance programs, or update beneficiary information while performing service duties.
  • In collaboration with Regional Directors/Team Leads/Member Advisors, reach out to current and prospective Members to generate sales leads for the Sales Department.
  • Maintain regular attendance and the ability to work assigned hours as needed.

Qualifications:

To excel in this Client Relations Coordinator position, you must effectively perform each essential duty. The qualifications listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to fulfill the essential functions.

As Catholic United provides financial products and services to Catholic members and prospective members, while you do not need to be Catholic, you should be generally aware of and comfortable with the religious practices and organization of the Roman Catholic Church.

Education and Experience:

  • Associate degree or a minimum of 4 years of relevant experience, or a comparable combination of education, training, and experience.
  • Proficient in Outlook, Excel, Microsoft Teams, Word, SharePoint, PowerPoint, Imaging, and I Pipeline, along with other technical support platforms and software.
  • Experience in a sales environment is preferred.
  • Prior customer service experience is advantageous.
  • Experience in life insurance or financial services is a plus.
  • Outgoing personality with a keen attention to detail and a strong work ethic.
  • Ability to manage multiple administrative and detail-oriented tasks for various individuals.

Certificates and Licenses:

  • A valid Class D Minnesota Driver's License is beneficial.
  • Capability to obtain MN Life/Health Insurance licenses, both resident and non-resident, is advantageous. Catholic United Financial will assist in this process.
  • Completion of FIC Designation is beneficial. Catholic United Financial will provide support in obtaining this.