Client Operations Specialist

Associate Director, Recruiting at Vaco by Highspring Base pay: $55,000.00/yr - $70,000.00/yr Essential Duties & Responsibilities Client Services Manage and resolve client service issues in a timely manner Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.) Maintain & manage client database (Redtail) Ensure clients are billed properly and policies paid to-date Review pending lapse reports and proactively communicate deadlines to client and advisor Maintain and organize all client files and records Monitor and evaluate customer satisfaction with a feedback process New Business Implementation Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature) Order all necessary underwriting requirements for insurance product implementation Track new business pipeline and provide weekly status report Record paid-for business in new business/commission tracking system Provide clear and concise updates to clients throughout the process in a professional manner Review the issued policies and investment contracts for accuracy and prepare for delivery Actively find ways to automate or simplify the new business implementation process Education and Experience High school diploma, GED, or equivalent 3+ years' experience within insurance/investment advisory industry Requirements High school diploma, GED, or equivalent 3+ years' experience within insurance/investment advisory industry Bonus Points For Life, Accident, and Health licensed SIE, Series 6/7, and 63 licensed Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance Referrals increase your chances of interviewing at Vaco by Highspring by 2x #J-18808-Ljbffr Vaco