Client Services Specialist

Client Services Specialist

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, helping advisors realize their vision and achieve their professional goals.

Job Summary

Reporting to the Operations Director, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you!

Primary 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

Primary Skills and Requirements:

• 2-5 years' administrative experience required. Experience in an investment or insurance environment preferred
• Series 6, 7, 63, 65, 66 OR Life and Health Licenses a plus but not 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 communications 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, notably Salesforce, a plus

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

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.