Client service associate Jobs in Scottsdale, AZ

Client Service Associate

Purpose of the Position :

Our organization is looking for an individual to assist our plan managers in administering various retirement plan designs for our clients. This person will work mostly with insurance carriers and participants related to transactional work duties. This includes obtaining policy values, updated process instructions from insurance carriers, facilitating form completion and submission, preparing templatized work product for reporting and deliverables, as well as whatever else is needed in support of our plan administration. Your purpose will be to manage the day-to-day deliverables assigned to you, manage the task calendar, provide project support where needed, maintain communication between the team, carriers and participants, and deliver client work in a timely and accurate fashion to meet the strategic client goals for their programs. This includes clear and concise communication, an understanding of carrier form requirements, and basic understanding of life insurance and policy services.

This role will be responsible for tracking client-related duties as assigned under the direction of a Plan Manager. This position requires knowledge of life insurance, life insurance forms and processes, great attention to detail, and the ability to manage multiple projects at one time. In addition, following up on all client service administration and attending staff meetings to serve as liaison between Plan Management and other departments.

Essential Functions :

• Excellent communication & impeccable organizational skills
• Time management
• Detail oriented
• Analytical thinker
• Collaboration skills
• High process skills
• Willing to do what’s needed to meet a client deliverable
• Anticipate what is needed.
• Not easily frustrated
• Servant leadership mentality
• Follow-up with Team Members to ensure tasks are being completed with deadlines
• Other duties and responsibilities as assigned by leadership

Knowledge Base :

Work Experience :

Equal Opportunity Employer

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