Job Description

Client Service Advocate (CSA-NR)

The position will play an integral role in supporting our financial advisors throughout the sales process and in building their businesses. Without this role, our sales advisors couldn’t devote full efforts to their clients, therefore, we view this role as central to our success. This role will help create time efficiencies that allow our advisors to focus on additional revenue generating activities.

You are a prospective fit for this role if…..

You’re constantly curious, always asking “why,” connecting the dots, and seeking to solve problems
You are obsessed with details, organization, and order
You can work autonomously and collaboratively
You have excellent oral and written communication skills
You have confidence in a variety of settings. Being able to hold your own, think on your feet, and answer questions directly
You are trustworthy, committed to confidentiality, and show unparalleled integrity
You are discerning, can judge situations with contemplation, and can read people with clarity
You have a passion for managing an overall positive client experience through ongoing administrative support
You are dedicated to continuous improvement and efficiency, you possess a knack for maximizing time, prioritizing tasks, and streamlining processes
Committed to professional development (licensing, IL Life & Health Insurance License, registration, Series 7 and Series 63, designations)
You are a utility player who can pivot between different areas of support

Required Qualifications

3-5 years of experience in customer service or account management
In depth knowledge and experience with MS Office applications such as: Word, Excel, and Outlook
Bonus Qualifications
2 years’ experience with CRM data base management and utilization
Ability to assess client needs
Licensing (IL Life and Health Insurance License), Registration (Series 6/7 and Series 63/66)
Professional planning designations (CLU, ChFC, etc)

Financial Representative Support

Handle case notes, process correspondence and maintain client case files
File new statements, account forms and other insurance/investment-related materials
Maintain financial representative’s calendar and schedule follow-up appointments
Answer and direct telephone calls as appropriate
Preparation for client/prospect meetings
Contact clients to set up follow-up meetings with representative
Contact clients to confirm receipt of forms or request return of completed form and maintain current client information

Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
Communicate with home office, NMIS and fund families to supply or obtain information

Client Service Support

Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products
Meet with clients to complete non-securities insurance related applications
Actively participate in conservation of existing non-securities business
Initiate, Complete and Review insurance applications, conversions and policy changes for submission to underwriting
Arrange medical, paramedical and any exams necessary for underwriting
Provide current status and account values for non-securities related accounts
Contact and advise clients regarding late payments and other non-securities sales and service-related issues
Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

Client Service Support | Variable Insurance/Annuity and Investments

Gather information and preparation of portfolio for representative’s meeting with clients/prospects
Prepare account summaries for variable and securities owners
Populate, as necessary, investment related forms to existing clients
Review variable insurance/annuity applications, conversions and policy changes for completeness and accuracy
Monitor Items for Attention (IFA) and bring any action items to the RR’s attention
Complete order tickets and client onboarding account forms based on information obtained by RR
At RR’s direction, initiate fund/NMIS transfers, exchanges, and redemption requests
Receive and forward checks and related paperwork to the network and home office investment operation areas
Work with network office, NMIS and fund families to resolve client account issues

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits: