Client Support Specialist (Plano, TX or Clearwater, FL)

Job Description

Job Description

Position: Client Support Specialist

Reports to: Client Support Operations Lead

Department:     Leveraged Life Solutions

Location:           5850 Granite Pkwy, Plano, TX 75024 OR 1499 Gulf to Bay Blvd, Clearwater FL 33755

Classification:    Full-time; Exempt

Summary / Job Objective: The Client Support Specialist is the administrative and operational engine of the Lifecycle Management vertical within the Leveraged Life Solutions division. This vital role is designed to lift the administrative burden off the active renewal and origination teams by executing flawless policy servicing, system data management, and general case setup. Focusing exclusively on the leveraged life insurance policies of Traditional Premium Finance and Kai-Zen. The Specialist ensures that all case data is accurate, up-to-date, and progressing smoothly through the internal pipeline to support the "One Simplicity" vision.

Primary Responsibilities:

·       Case Management & Inbox Support:  Monitor and manage  the daily flow of service requests. Act as the primary point of contact for incoming service requests, missing requirements, and general administrative inquiries from internal teams.

·       Data Entry & Integrity:  Accurately enter and maintain  critical policy, client, and lender data within the Salesforce CRM. Ensure all active leveraged cases are properly tagged, tracked, and updated throughout their lifecycle.

·       Administrative Policy Servicing:  Execute routine administrative  policy changes by coordinating directly with insurance carrier back-offices. This includes processing beneficiary updates, ownership changes, collateral assignments, allocation changes, and billing adjustments.

·       Renewal & Origination Backup:  Provide essential administrative  overflow support to the Annual Renewal and Loan Origination teams during peak processing seasons, assisting with the collection, organization, and filing of required financial documents and executed service forms.

·       Workflow Execution:  Follow strict operational workflows and Service Level Agreements (SLAs) to ensure rapid case turnaround times, elevating the overall service experience for advisors and high-net-worth clients.

Qualifications:

·       Bachelor’s degree in Business Administration, Finance, or a related field (or equivalent professional experience), preferred.

·       1-3 years of experience in life insurance operations, administrative support, or financial services case management.

·       High-level proficiency with CRM platforms (Salesforce strongly preferred) and digital document management systems.

·       Exceptional organizational skills and a high degree of accuracy when handling complex data entry.

·       Familiarity with life insurance terminology and general policy administration is highly preferred.

·       Experience with Salesforce and data entry strongly preferred

Core Competencies:

·       High Attention to Detail

·       Time Management & Task Prioritization

·       Cross-Functional Team Support

Compensation & Benefits:

Compensation (based on experience)

• Base salary:  $60,000 - $70,000, exempt
• Annual performance bonus target: 10%

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking

Locations :  5850 Granite Pkwy, Plano, TX 75024 OR

1499 Gulf to Bay Blvd, Clearwater FL 33755

*This role is an in-office position

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.