Client Services Representative

3 months ago

Souderton, United States Everence Full time
POSITION SUMMARY

Supports the sales efforts of the Everence office in Souderton, PA. Provides technical expertise and clerical and administrative support for consultants. Delivers excellent customer service to current policyholders, members, prospects, and staff. Everence Souderton is a faith-based financial services firm that puts the needs of its clients first and integrates faith and finance through trustworthy, caring relationships and professional planning expertise.

RESPONSIBILITIES AND DUTIES

  1. Become proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes. 
  2. Acquire and maintain a strong working knowledge of all Everence investment and insurance products and the systems for processing workflow. 
  3. Acquire and maintain a strong working knowledge of non-Everence investment and insurance products currently offered/supported by the Souderton office. 
  4. Acquire and maintain a strong working knowledge of compliance regulations.
  5. Attend scheduled sales staff team meetings and conference calls. 
  6. Perform other tasks such as: maintaining current product-related forms, photocopying, filing, scanning, faxing, constructing letters and memos, completing various mailings, answering phones, and adding documentation to the client database system (CRM).
  7. Provide sales assistance to the Everence Souderton office including: 
    1. Effectively manage customer inquiries and questions regarding various products and services.
    2. Process and maintain various communication approvals through the Broker-Dealer compliance system. 
    3. Maintain current forms, investment materials, and compliance records. 
    4. Prepare product illustrations and assemble ancillary forms needed for appointments or mailings. 
    5. Prepare applications and service request forms using an automated form system (LaserApp, DocuPace). 
    6. Process and forward applications to appropriate departments and companies. 
    7. Prepare issued policies for mailing with a cover letter. 
    8. Place trades as directed by the consultant.
    9. Monitor pending trades and account activity and send thank you letters when confirmations are received. 
    10. Prepare correspondence. 
    11. Stay current with announcements posted daily on Everence secure consultant website, as well as non-Everence product websites
    12. Prepare various client reports. 
    13. Set up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase). 
    14. Assist consultants with licensing applications and renewals.
    15. Input client data using Financial Profiles software. 
    16. Schedule client appointments, and answer phone calls. 
    17. Handle marketing and mailing projects as necessary. 
    18. Screen incoming calls and forward them to the appropriate consultant. 
    19. Assist with other projects as assigned.

QUALIFICATIONS

Education: 

Prefer at least two years of college or specialized training

Experience: 

  1. Prior experience in financial services or the insurance industry is preferred
  2. A minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software
  3. Must have experience or aptitude to learn PC-based software programs

Skills and Abilities:

  1. Initiative, organizational skills, strong attention to detail, good judgment, a positive attitude, and problem-solving abilities
  2. Will enthusiastically embrace the mission of Everence
  3. Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy
  4. Ability to relate and communicate well with all contacts, internal and external
  5. Ability to handle difficult situations with tact and diplomacy: sensitivity to confidentiality of information
  6. Excellent communication skills including both written and verbal; good grammar and spelling skills
  7. Ability to meet the public in a professional and friendly manner
  8. Aspirations toward advancement to a consultant role preferred

 

SUPERVISORY RESPONSIBILITIES:  None

SCHEDULE:   Full-time

  • Client Services Representative

    3 months ago

    Souderton, United States EVERENCE SERVICES, Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYSupports the sales efforts of the Everence office in Souderton, PA. Provides technical expertise and clerical and administrative support for consultants. Delivers excellent customer service to current policyholders, members, prospects, and staff. Everence Souderton is a faith-based financial services firm that...

  • Client Services Representative

    2 weeks ago

    Souderton, Pennsylvania, United States Everence Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Services Representative to join our team at Everence. As a key member of our sales support team, you will provide exceptional customer service to our clients, consultants, and staff.Key ResponsibilitiesClient Database Management: Become proficient in using our client database system...

  • Client Services Representative

    1 month ago

    Souderton, United States Everence Full time

    POSITION SUMMARY Supports the sales efforts of the Everence office in Souderton, PA. Provides technical expertise and clerical and administrative support for consultants. Delivers excellent customer service to current policyholders, members, prospects, and staff. Everence Souderton is a faith-based financial services firm that puts the needs of its clients...

  • Client Support Specialist

    2 weeks ago

    Souderton, Pennsylvania, United States EVERENCE SERVICES, Full time

    Job OverviewPOSITION SUMMARYWe are in search of a committed professional to assist the sales department at Everence Services. In this role, you will be instrumental in delivering technical knowledge, administrative assistance, and outstanding customer care. Everence Services is a reputable financial organization that emphasizes the importance of its clients...

  • Client Support Specialist

    2 weeks ago

    Souderton, Pennsylvania, United States EVERENCE SERVICES, Full time

    Job OverviewPOSITION SUMMARYWe are in search of a committed professional to assist the sales department at Everence Services. This role is essential in delivering technical knowledge, administrative assistance, and outstanding customer care. Everence Services is a reputable financial institution that emphasizes the importance of client welfare by integrating...

  • Client Support Specialist

    2 weeks ago

    Souderton, Pennsylvania, United States EVERENCE SERVICES, Full time

    Job OverviewPOSITION SUMMARYWe are in search of a committed professional to assist the sales department at Everence Services. This role is essential in delivering technical knowledge, administrative assistance, and outstanding client support. Everence Services is a reputable financial organization that integrates faith-based principles with financial...

  • Customer Service Representative

    3 weeks ago

    Souderton, United States Craft-Bilt Mfg. Co. Full time

    Souderton, PA, USA | Full Time Join Our Team as a Customer Service Representative! Craft-Bilt Manufacturing Co. is a trailblazer in the residential and commercial remodeling industries. Family-owned and operated for over 76 years, we specialize in top-notch outdoor home improvement products like sunrooms, awnings, solar shades, canopies, aluminum and glass...

  • Sales and Service Representative

    3 days ago

    Souderton, Pennsylvania, United States Balchem Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our team. As a Sales and Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding customers to purchase bank products...

  • Sales and Service Representative

    6 days ago

    Souderton, Pennsylvania, United States Univest Financial Corporation Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at Univest Financial Corporation. As a key member of our Financial Center team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and...

  • Customer Service Representative

    1 month ago

    Souderton, United States Craft-Bilt Mfg. Co. Full time

    Souderton, PA, USA | Full Time Join Our Team as a Customer Service Representative! Craft-Bilt Manufacturing Co. is a trailblazer in the residential and commercial remodeling industries. Family-owned and operated for over 76 years, we specialize in top-notch outdoor home improvement products like sunrooms, awnings, solar shades, canopies, aluminum and glass...

  • Customer Service Representative

    1 month ago

    Souderton, United States Craft-Bilt Manufacturing Full time

    Join Our Team as a Customer Service Representative! Craft-Bilt Manufacturing Co. is a trailblazer in the residential and commercial remodeling industries. Family-owned and operated for over 76 years, we specialize in top-notch outdoor home improvement products like sunrooms, awnings, solar shades, canopies, aluminum and glass railings, and waterproof...

  • Customer Service Representative

    19 hours ago

    Souderton, Pennsylvania, United States Moyer & Son Inc Full time

    Moyer Indoor Outdoor is seeking a skilled Customer Service Representative to join our Oil/Propane division in Souderton, PA. As the first point of contact for our customers, you will be responsible for providing exceptional service and support. Key responsibilities include: * Providing timely and effective solutions to customer inquiries and issues *...

  • Sales and Service Representative

    1 week ago

    Souderton, Pennsylvania, United States Univest Corporation of PA Full time

    About the RoleUnivest Corporation of PA is seeking a highly motivated and customer-focused Sales and Service Representative to join our team. As a Sales and Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding customers to...

  • Customer Service Representative

    1 week ago

    Souderton, Pennsylvania, United States Craft-Bilt Mfg. Co. Full time

    About Craft-Bilt Mfg. Co.Craft-Bilt Mfg. Co. is a leading manufacturer of high-quality outdoor home improvement products, specializing in sunrooms, awnings, solar shades, canopies, aluminum and glass railings, and waterproof aluminum decks. With over 76 years of experience, we have established ourselves as a trusted partner in the residential and commercial...

  • Experienced Customer Service Representative

    2 weeks ago

    Souderton, Pennsylvania, United States Moyer & Son Inc Full time

    Moyer & Son Inc is seeking a dynamic Customer Service Representative to join our Oil/Propane division in a full-time capacity.This role will be the first point of contact for our customers, providing exceptional service and support to ensure their satisfaction.The ideal candidate will possess excellent communication skills, both written and verbal, and be...

  • Experienced Customer Service Representative

    2 weeks ago

    Souderton, Pennsylvania, United States Moyer & Son Inc Full time

    About the RoleMoyer & Son Inc is seeking a highly skilled Customer Service Representative to join our team in the Oil/Propane division. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, resolving issues, and driving sales growth.Key ResponsibilitiesCustomer Service: Provide timely and...

  • Customer Service Representative

    5 days ago

    Souderton, Pennsylvania, United States Craft-Bilt Manufacturing Full time

    About Craft-Bilt ManufacturingCraft-Bilt Manufacturing Co. is a family-owned and operated business with over 76 years of experience in the residential and commercial remodeling industries. We specialize in top-notch outdoor home improvement products, including sunrooms, awnings, solar shades, canopies, aluminum and glass railings, and waterproof aluminum...

  • Experienced Customer Service Representative

    1 week ago

    Souderton, Pennsylvania, United States Moyer & Son Inc Full time

    About the Role:Moyer & Son Inc is seeking a highly skilled Customer Service Representative to join our team in the Oil/Propane division. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, resolving issues, and driving sales growth.Key Responsibilities:Customer Service: Provide timely and...

  • Service Operations Representative

    3 weeks ago

    Souderton, Pennsylvania, United States Craft-Bilt Manufacturing Full time

    Join Our Dynamic Team as a Customer Service RepresentativeCraft-Bilt Manufacturing Co. stands at the forefront of the residential and commercial renovation sectors. As a family-owned enterprise for over 76 years, we are dedicated to providing exceptional outdoor home enhancement products, including sunrooms, awnings, solar shades, canopies, aluminum and...

  • Residential Sales Representative

    2 weeks ago

    Souderton, Pennsylvania, United States Joshua Tree Full time

    Job OpportunityWe are seeking a highly motivated and driven individual to join our team as a Residential Sales Associate at Joshua Tree Experts.About the RoleThis is a full-time position with a minimum of 40 hours per week, with the possibility of temporary assignment during the months of March, April, and May.The successful candidate will be responsible for...