What are the responsibilities and job description for the Client Service Specialist position at Alera Group?
OVERVIEW
Johnson Brunetti, is looking for a Client Service Specialist. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
This Client Specialist Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and/or monthly tasks may include:
This job is expected to be performed on-site in the office.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
We're anequal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read theCalifornia Consumer Privacy Actprior to applying.
#LI-AM1
#LI-Onsite
Johnson Brunetti, is looking for a Client Service Specialist. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
This Client Specialist Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and/or monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keeps updated records
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Assist with New Business processing
- A team player that must be flexible, enthusiastic and possess an energetic personality
- Financial Industry experience
- College Degree preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment
- Insurance licensed preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- Strong organizational skills
- Excellent communication both written and verbal
This job is expected to be performed on-site in the office.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
We're anequal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read theCalifornia Consumer Privacy Actprior to applying.
#LI-AM1
#LI-Onsite
Salary : $17 - $23
