Supports the Relationship Manager by providing personalized administrative support in a well-organized and timely manner for personal volunteer, political role as well as business needs.
The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.
Pre-Sale and New Business
The successful candidate will have a bachelor’s degree and at least three years of relevant experience, particularly in Financial Services/Insurance industry. Insurance product knowledge (life, disability and long term care) preferred. The ability to interact with clients diplomatically and professionally is a must. Excellent verbal and written communication skills are essential. The candidate must have the ability to work independently and multi-task while paying attention to detail as well as be highly organized and able to prioritize in a fast paced sales environment. Must be proficient in Microsoft Office programs as well as experience utilizing a Client Relationship Management (CRM) system.