Client Services Associate

A Wealth Management company in Greenville is seeking a candidate with several years of experience to join their team as an Insurance Servicing Associate . This role will support the firm in the areas of client service, information management and compliance with focus on insurance related products and services. This person is the liaison between the network office, home office as well as the ensemble and clients. Responsibilities Review case notes, process correspondence and maintain client case files. File statements, application forms and other insurance related materials digitally. Answer and direct telephone calls as appropriate. Communicate directly with clients for service-related issues Implement a process to complete follow-ups to ensure tasks are fully completed. Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements. Maintain investment process knowledge, including processing applications, check logs, and service requests as a back up for other team members. Participate with the support of the ensemble advisors in various activities of the sales cycle for non-securities products. Initiate and perform sales of Additional Purchase Benefit (APB), Future Increase Benefit (FIB) and term conversions. Complete and review insurance applications, conversions and policy changes for accuracy. Arrange medical, paramedical and any exams necessary for underwriting. Gather information needed to complete and review all insurance/annuity applications, conversions and policy changes. Complete illustrations for applications and/or client meetings. Qualifications Health and Life licensed in South Carolina Associate Financial Representative contract required within 90 days of employment Experience in administrative support or customer service, preferably in the financial services and/or insurance industry Excellent oral and written communication skills Familiarity with Microsoft applications and data entry and information retrieval software Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines Strong attention to detail with the ability to work with a high degree of accuracy Previous insurance experience highly recommended #J-18808-Ljbffr