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Client Services Specialist
3 months ago
Schedule: 8 AM - 5 PM CST
Objective: Enhance business efficiency and revenue by providing top-notch administrative support and outstanding customer service.
- Technical Requirements:
- Access to backup power to ensure seamless operation during outages
- Backup internet in case of broadband failure
- Minimum internet speed of 5 mbps
Job Duties include, but are not limited to:
- Deliver exceptional client experience to Melissa Gomez's personal clients and licensed agents
- New Business / Production:
- Data entry of life insurance and annuity client applications
- Collecting client data through phone/zoom calls for application submission
- Communicate with clients to collect missing information for applications
- Client Support:
- Manage communication with Melissa Gomez's personal clients
- Track and update policy information and client requests
- Tracking / Reporting:
- Data entry and management of client information
- Update production log with client progress and activities
Placement & Persistency: Commissions & Chargebacks
Achieve monthly placement goals and manage commission reports effectively
Agent Support
Train and support agents in completing tasks independently
Resources, Training, & Support Provided
Melissa Gomez offers hands-on onboarding and mentorship
- Regular strategy meetings and reports
- Daily check-ins for progress monitoring
- Access to written & video SOPs
- Training resources from insurance companies
Candidate Requirements:
- Results-driven
- Data-savvy
- Customer-oriented
- Attention to detail
- Strong communication skills
- Organizational skills
- Proactive problem-solver
- Excel proficiency
- Insurance industry experience
- Familiarity with DocuSign
- Go High Level CRM expert
- Self-motivated
- Self-starter
- Critical thinker
- Strong decision-making skills
- Resourceful
- Action-oriented
- Adaptable
- Comfortable with ambiguity
- Time management
- Ability to teach others
- Impeccable Follow-up skills
