To provide assistance to consultants in the maintenance and administration of
existing clients in order to free up the consultant’s time for increased marketing and sales and to provide superior customer service in a professional manner in the absence of the consultant.
DUTIES AND RESPONSIBILITIES
Assist consultants with client contact.
Review Aging Reports and assist with completion and coordination of follow-up with client.
Assist consultants with marketing efforts, consulting issues, workflow and
Prepare and/or request client information.
Initiate requests for termination calculations, plan proposals, data change forms and loan requests.
Assist consultant in gathering and reviewing trust and census data
Interact with clients via telephone calls and written correspondence as directed by consultant.
Assist consultants in managing client hold list.
On occasion/as needed, deliver/pick up client materials (valid
drivers license and proof of insurance required).
KNOWLEDGE – SKILLS – ABILITIES
Ability to concentrate; highly organized and detail oriented individual.
Skilled in professional customer
service techniques and Microsoft Office applications.
High School Diploma or equivalent.
Three years administrative/professional office experience; preferably in financial,
banking, insurance, or law office environments.
At least one year experience, highly desired, in the pension industry.
Must be proficient in Microsoft Word and Excel and be able to type 45 words per minute.
How to Apply
Please send resume and cover letter, along with your desired pay range to: firstname.lastname@example.org