Client Services Specialist

About Quantum The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client‑centric insurance solutions with strategic marketing, advanced planning and operations support. Job Summary The ideal candidate will assist in day‑to‑day activities within the life insurance department, ordering and following up on underwriting requirements, responding to items in a timely manner, and providing backup support to the Life Insurance Director or other Case Managers as needed. This is an in‑office position in North Scottsdale. Primary Responsibilities Take individual ownership for delivery cycle‑time, accuracy, and compliance standards on all new business applications as part of a high‑performance team. Manage multiple, concurrent projects at various stages of succession in the overall process. Use Microsoft Excel, Word, and data entry efficiently. Communicate via phone and email with customers and employees, demonstrating strong organizational and communication skills. Work under pressure, prioritize tasks, and make decisions in a dynamic, fast‑paced environment. Required Skills and Requirements Entry level acceptable; the right candidate will be trained. Computer proficiency required. Ability to grasp simple financial and insurance concepts and calculations quickly. Build comfortable rapport with clients and demonstrate excellent interpersonal communication skills. Location North Scottsdale, AZ Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. #J-18808-Ljbffr Integrity