What are the responsibilities and job description for the Customer Service Rep position at Eclaro?

Customer Service Rep

Job Number : 24-03116

Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Customer Service Rep for our client in Birmingham, AL.

ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you're up to the challenge, then take a chance at this rewarding opportunity!

Position Overview :

The dedicated Customer Service Professional is responsible for providing outstanding service to client's most high-profile agents.
The Client Service Assistant will be responsible for managing client service requests, helping to prepare for client meetings, handling new business processing, and other general administrative duties as assigned.
The candidate should demonstrate a high level of organization and attention to detail and must possess strong computer skills.
The customer service professional will respond to a variety of needs to support the agent. Communication to internal client departments, vendors and customers / clients will be required.

Responsibilities :

Meet client service needs in the role of a support staff to the financial professional.

Assist with preparing for client appointments, including putting together client paperwork, applications, and marketing materials.

Within regulatory guidelines process applications for life insurance, long-term care insurance, individual disability insurance, etc.

Track open cases to completion and follow up as needed with the underwriting department and / or clients.

Liaison with the service center on all service / account issues and follow up on a timely basis to resolve.

Maintain CRM software / database, keeping it current for sorting, searching, reporting, fee tracking, updating client records, and new business opportunities.

Electronic client correspondence (i.e., birthday notifications, holiday notifications, client mass e-mails).

Manage agent(s) calendar to include updating, maintaining, and scheduling client appointments and other office meetings.

Client event planning, coordination, and follow-up.

Skills :

Proficient in Microsoft Office (Word, Outlook, Excel) and willing to learn new computer systems.

Dedicated commitment to providing superior customer service with a focus on quality.

Must work well individually and as a team player.

Superior attention to detail with strong organizational skills.

Ability to prioritize, multitask and thrive in a fast-paced environment.

Ability to formulate creative ideas and to analyze, evaluate, and follow through on assigned tasks.

Excellent listening, oral, and written communication skills.

Be ethical, have a positive attitude, show empathy, and maintain a professional appearance.

If hired, you will enjoy the following ECLARO Benefits :

401k Retirement Savings Plan administered by Merrill Lynch

Commuter Check Pretax Commuter Benefits

Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

If interested, you may contact :

Melissa Francisco

Melissa.Francisco@eclaro.com

646-849-5125

Melissa Francisco | LinkedIn

Equal Opportunity Employer : ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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