Vaco by Highspring
Client Operations Specialist
Vaco by Highspring, Charlotte, North Carolina, United States, 28245
Associate Director, Recruiting at Vaco by Highspring
Base pay:
$55,000.00/yr - $70,000.00/yr
Essential Duties & Responsibilities Client Services
Manage and resolve client service issues in a timely manner
Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.)
Maintain & manage client database (Redtail)
Ensure clients are billed properly and policies paid to-date
Review pending lapse reports and proactively communicate deadlines to client and advisor
Maintain and organize all client files and records
Monitor and evaluate customer satisfaction with a feedback process
New Business Implementation
Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature)
Order all necessary underwriting requirements for insurance product implementation
Track new business pipeline and provide weekly status report
Record paid-for business in new business/commission tracking system
Provide clear and concise updates to clients throughout the process in a professional manner
Review the issued policies and investment contracts for accuracy and prepare for delivery
Actively find ways to automate or simplify the new business implementation process
Education and Experience
High school diploma, GED, or equivalent
3+ years' experience within insurance/investment advisory industry
Requirements
High school diploma, GED, or equivalent
3+ years' experience within insurance/investment advisory industry
Bonus Points For
Life, Accident, and Health licensed
SIE, Series 6/7, and 63 licensed
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Finance
Referrals increase your chances of interviewing at Vaco by Highspring by 2x
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$55,000.00/yr - $70,000.00/yr
Essential Duties & Responsibilities Client Services
Manage and resolve client service issues in a timely manner
Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.)
Maintain & manage client database (Redtail)
Ensure clients are billed properly and policies paid to-date
Review pending lapse reports and proactively communicate deadlines to client and advisor
Maintain and organize all client files and records
Monitor and evaluate customer satisfaction with a feedback process
New Business Implementation
Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature)
Order all necessary underwriting requirements for insurance product implementation
Track new business pipeline and provide weekly status report
Record paid-for business in new business/commission tracking system
Provide clear and concise updates to clients throughout the process in a professional manner
Review the issued policies and investment contracts for accuracy and prepare for delivery
Actively find ways to automate or simplify the new business implementation process
Education and Experience
High school diploma, GED, or equivalent
3+ years' experience within insurance/investment advisory industry
Requirements
High school diploma, GED, or equivalent
3+ years' experience within insurance/investment advisory industry
Bonus Points For
Life, Accident, and Health licensed
SIE, Series 6/7, and 63 licensed
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Finance
Referrals increase your chances of interviewing at Vaco by Highspring by 2x
#J-18808-Ljbffr