Client Service Specialist - Wealth

Relation Insurance

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

What We're Looking For

The primary responsibility of the Client Service Specialist is to provide assistance to the Company's client base by working in partnership with the Sales and Account Management Teams. This is accomplished by accurately handling incoming and outbound calls and emails from clients and participants regarding retirement, life, and annuity investment products. The Client Service Specialist will build relationships with Relation Sales Producers, Account Managers and clients to encourage new and repeat business opportunities. This individual may be the first point of contact between Relation and potential clients; therefore, it is important that the Client Service Specialist be a skilled communicator with the ability to create a positive first impression of the Company.

A Glimpse Into Your Day

• Develops professional business relationships with Sales Producers, Accountant Managers and clients.
• Makes calls to qualify prospects and secure initial meetings for Sales Producers.
• Handles incoming and outbound calls, emails and other inquiries from clients and participants regarding retirement, life, and annuity investment products.
• Processes invoices in agency management system and manages customer accounts receivables.
• Assists in the generation and delivery of annual regulatory reports.
• Performs research for escalated client and/or participant issues.
• Participates in renewal and prospect discussions with Sales Producers and Account Managers.
• Assists in generating plan reports with delivery to stakeholders (Sales Producers, Account Managers, and Clients).
• Assists Sales Producers and Account Managers in preparing quotations, renewal presentations and reports for clients.
• May assist in the preparation of proposals for potential clients.
• Participates in a team-based environment to achieve department goals.
• Performs other projects, duties, and tasks, as assigned.

What Success Looks Like In This Role

• High School Diploma or its equivalent.
• 2-4 years' Customer Service experience.
• Experience in the financial services industry preferred.
• FINRA Series 6 or 7 at time of application and a Series 63 and 65 or 66 within 6 months of hire
• Basic knowledge related to benefit and/or retirement plans, i.e. deferrals, contributions, distributions, loans, calculations, testing, Form 5500, Safe Harbor, self-funded insurance plans.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.
• Must be able to understand written and oral communications and interpret information written within plan documents.
• Working knowledge of the laws and regulations associated with HIPAA.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Willingness to adhere to all principles of confidentiality.
• Ability to work independently and as part of a team.

Why Choose Relation?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.