Client Service Associate - Clearview Financial Solutions
Clearview Financial Solutions, a boutique financial services and wealth advisory firm affiliated with Fifth Avenue Financial, is seeking a Client Service Associate to provide service and administrative support to the Managing Principal.
Provide general administrative support such as answering/screening calls, scanning, filing, and copying.
Provide superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process.
Process all insurance policy service requests, including address, beneficiary /ownership changes, premium mode changes, dividend option changes and fund allocation changes.
Prepare in-force illustrations.
Process all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions.
Submit all policy changes and new applications to new business underwriting.
Schedule medical insurance exams and order all Attending Physician Statements (APS) based on insurance underwriting guidelines.
Interact on a daily basis with insurance carriers / vendors to ensure proper and timely execution of client service requests.
Ensure data accuracy in company records by regularly and routinely updating client and vendor information in database and maintaining client files according to company compliant procedures.
Research and follow through on a variety of information requests and assist with problem resolution.
Participate in occasional training and development sessions as directed.
Create client correspondence as needed, and confirm appointments.
Prepare and review materials and correspondence for meetings.
Compile and modify presentations, spreadsheets, and other various documents.
Review and organize incoming mail.
Post updates on LinkedIn.
Participate in special agency projects as needed.
Bachelor’s degree or equivalent experience.
3-4 years of administrative experience within a financial services/insurance firm.
Ability to interact with clients and staff diplomatically and professionally.
Professional, positive attitude and appearance.
Excellent phone, verbal and written communication skills.
Ability to work independently and multi-task.
Highly organized, detail oriented and able to prioritize.