Job Description
Job Description
Well-established insurance and financial planning firm is looking for a positive and energetic person that enjoys being part of a team and working independently. We serve high net worth individuals, business owners, and professionals.
Loving People Through Finance is what we do!
Position Summary:
The Client Service Representative will be responsible for maintaining office organization, managing client service requests, and handling new business processing. The candidate should demonstrate a high level of organization and attention to detail and must possess strong computer skills.
Basic Duties:
• Answer phones in an upbeat manner and greet clients with a smile.
• Update, maintain, schedule and confirm client and other office meetings.
• Process client service requests, complete service documents and track through to completion.
• Prepare client reports for agent and client appointments.• Keep client information updated on internal data base.
• Coordinate with service center on all service/account issues.
• Organizing company events and marketing initiatives.
• Other general administrative duties as assigned.
Requirements:
• Must have superior attention to detail with strong organizational skills.
• Must have professional appearance, be ethical, detail oriented and have the ability to prioritize and multitask.
• Must have a dedicated commitment to providing superior customer service with a focus on high quality.
• Must be highly communicative, organized, friendly, and be able to thrive in a fast-paced environment.
• Must have basic typing and computer skills (experience in Word and Excel preferred).
• Must work well individually and as team player.
• Must be willing to obtain Life/Health Insurance License, at no cost to you.
Experience:
• Financial services, Customer Service, Hospitality (Preferred).
• Understanding and/or background experience with Life/Health Insurance or Investment products (Preferred).
• SIE Series 6, series 7 FINRA License (Helpful, but not necessary).
Details:
• Part-Time: Monday – Friday, 1pm-5pm -or- Full Time: Monday - Friday, 9am to 5pm
• Office Location: Aurora, OH
• Pay Range: $15 - $25 / Hour Rate of pay based on experience and qualifications.
This position is with an independent agent and not the New York Life Insurance Company. E/O/E M/F/D/V/SO
Tyson J. Vines, CA Insurance License Number 0I05879 and AR Insurance License Number 16742867 Tyson J. Vines, Member Agent, The Nautilus Group®, a service of New York Life Insurance Company. Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, (33 N Chillicothe Road, Suite H, Aurora, OH, 44202, (330) 954-9564). Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. V Financial Partners is not owned or operated by New York Life Insurance Company or its affiliates. SMRU 5018558 (Exp. 08.31.2025)