What are the responsibilities and job description for the Senior Client Service Specialist position at Alera Group?
OVERVIEW
Johnson Brunetti, an Alera Group company, is looking for a Senior 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
• Receive incoming client service calls in a friendly manner
• Provide support and assist in problem-solving with the Specialist team
• Complete service requests and resolve client issues
• Coordinate and follow up on each client transfer
• Review applications prior to submission
• Prepare client review summary for upcoming appointments
• Submit and follow through with new business processing
• Assist in training of new employees
QUALIFICATIONS
• A team player that must be flexible, enthusiastic and possess an energetic personality
• Financial Industry experience
• College Degree or equivalent experience
• 5 years working in the financial industry. Experience must include direct customer service
and processing paperwork.
• Supporting a Financial Advisor in a fast-paced office environment is a plus
• Life Insurance licensed and Series 65 license preferred
• Knowledge of MS Office Suite and the ability to learn new software quickly
• Strong organizational skills
• Excellent communication both written and verbal
BENEFITS
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, an Alera Group company, is looking for a Senior 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
• Receive incoming client service calls in a friendly manner
• Provide support and assist in problem-solving with the Specialist team
• Complete service requests and resolve client issues
• Coordinate and follow up on each client transfer
• Review applications prior to submission
• Prepare client review summary for upcoming appointments
• Submit and follow through with new business processing
• Assist in training of new employees
QUALIFICATIONS
• A team player that must be flexible, enthusiastic and possess an energetic personality
• Financial Industry experience
• College Degree or equivalent experience
• 5 years working in the financial industry. Experience must include direct customer service
and processing paperwork.
• Supporting a Financial Advisor in a fast-paced office environment is a plus
• Life Insurance licensed and Series 65 license preferred
• Knowledge of MS Office Suite and the ability to learn new software quickly
• Strong organizational skills
• Excellent communication both written and verbal
BENEFITS
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
