Client Service Specialist
| Company | Integrity |
|---|---|
| Location | Scottsdale, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- 2-5 years administrative experience required
- Excellent customer service, accuracy, follow-up skills and the ability to work as a team
- Typing /10 key and MS Office proficiency
- Solid written and oral communication skills and the ability to interact with all levels of the organization
- Must possess sound judgment, be proactive, and maintain a professional demeanor
- Experience with workflow systems; Salesforce a plus
Responsibilities
- Support the issuance and processing of our line of fixed annuity products
- Assist with resources in daily workflow systems
- Prepare various reports as requested
- Data entry as part of our application process
- Recommend process improvements if needed
- Test new carrier and inhouse technology enhancements into infrastructure to ensure our clients have a smooth experience
- Office support services for New Business Organization and Agent Support as needed
- Receive, direct and relay phone messages, emails and faxes as they are received in the operations department
- Assist with correspondence and package distribution within the team
- Help maintain the general scanning and filing system used in the department
Preferred Qualifications
- Experience in an investment environment a plus
- Series 6, 7, 63, 65, 66 OR Life and Health Licenses also a plus but not a requirement