Find & Apply For Customer Service Manager Jobs in Woodcliff Lake, New Jersey

Join Our Team as a Wealth Management Associate at Planning Alliance! Established in 1955, Planning Alliance is a leading provider of comprehensive wealth and risk management solutions nationwide. We specialize in empowering individuals, families, and businesses to achieve their financial goals through tailored investment, insurance, and wealth accumulation strategies. We are a multi-generational firm, and our culture is rooted in transparent and honest financial counseling. Through financial successes, triumphs, tribulations, and across market cycles, our firm is prepared to stand beside you to guide your decisions for the advancement of your family and business goals. At Planning Alliance, we're committed to looking beyond today's needs, ensuring our clients are prepared for a secure financial future. We are seeking a new Client Service Associate to join the team. As a Client Service Associate at Planning Alliance, you serve as a key member of the firm's client service team, primarily responsible for delivering exceptional client service and overseeing ongoing policy administration. This individual acts as the point of contact for policyowners, trustees, advisors, insurance carriers, and other professional partners to ensure policy service requests, premium administration, documentation, and client needs are handled accurately and efficiently. The role is focused on maintaining long-term client relationships and supporting the day-to-day administration of insurance policies throughout their lifecycle. Success in this position requires exceptional organization, proactive follow-up, strong communication skills, attention to detail, and the ability to manage multiple service requests while delivering a high-touch client experience. What you'll be doing: Client Service & Relationship Management Serve as the day-to-day contact for clients regarding life insurance policies and service needs. Respond to client inquiries and provide timely updates on pending cases and service requests. Deliver a high-touch client experience throughout the life cycle of each insurance policy. Proactively follow up on outstanding documentation, signatures, payments, underwriting requirements, and carrier requests. Insurance Operations & Policy Administration Prepare, review, and process carrier service paperwork Coordinate electronic signature processes and document execution. Ensure required forms, illustrations, and supporting documents are obtained prior to submission. Submit completed requests to carriers and monitor through completion. Verify carrier processing and confirm request completion. Coordinate policy servicing requests between clients, carriers, advisors, and outside professionals. Maintain records of all policy service transactions in Egynte. Carrier & Vendor Relationship Management Coordinate with brokerage general agencies and carrier representatives. Obtain clarification on policy administration matters, underwriting issues, premium notices, online access concerns, and carrier requirements. Monitor carrier service tickets through resolution. Premium & Billing Administration Monitor premium notices and billing requirements. Track premium due dates and policy funding deadlines. Coordinate premium payments and funding logistics. Send payment reminders to clients and trustees. Confirm receipt and application of premium payments with carriers. Assist with premium financing communication and documentation when applicable. Monitor policies for potential lapse risks or missed payments. Policy Review & Advisor/Manager Support Assist advisors with gathering policy information, illustrations, in-force ledgers, life insurance schedules, carrier confirmations, and administrative data. Coordinate requests for policy projections, servicing illustrations, and policy reviews. Research and resolve policy discrepancies with carriers. Prepare insurance information for review meetings and client presentations. Support implementation of advisor recommendations and client action items.

Licensing, Compliance & Regulatory Administration Monitor insurance licensing status for advisors. Ensure resident and non-resident insurance licenses remain active and in good standing. Track continuing education (CE) requirements and renewal deadlines. Process license renewals and maintain licensing records. Monitor carrier appointments and appointment renewal requirements. Ensure advisors remain eligible to conduct insurance business in all required jurisdictions. New Business & Client Onboarding (Support) Coordinate life insurance applications from initial submission through policy placement. Collect and organize financial, medical, trust, business, and ownership documentation required for underwriting. Coordinate required forms, questionnaires, disclosures, and supplemental information. Maintain accurate records within CRM and internal case management systems.

Underwriting Coordination & Case Management (Support) Serve as liaison between clients, brokerage partners, carriers, underwriters, and advisors throughout the underwriting process. Order and track underwriting requirements including APS records, Medical exams, and Supplemental requirements. Coordinate informal and formal underwriting submissions. Assist advisors/managers in reviewing underwriting offers and policy placement opportunities. Preferred Skills & Experience 2+ years of experience in life insurance operations, underwriting, new business, policy service,wealth management support, or financial services administration. Strong understanding of life insurance underwriting and policy administration processes. Experience working directly with insurance carriers, underwriters, and brokerage partners. Strong written and verbal communication skills.

Exceptional organizational and follow-up abilities. Ability to manage multiple complex cases simultaneously. Experience with CRM systems, carrier portals, e-signature platforms, and document management systems. Ability to communicate professionally with high-net-worth clients, attorneys, trustees, CPAs, and financial institutions. Detail-oriented with strong project management and problem-solving skills.

Our Commitment:

Excellence:

We bring intention and integrity to every client and team member interaction. Doing the

Right Thing:

We invite and navigate through constructive conversation across our firm and with our clients. We believe you should never compromise your morals to be successful. C

•_ ontinuous

Learning:

•_ We are committed to giving you a competitive edge with licensing and certification opportunities alongside one-on-one Managing Director-led training.

Community Involvement:

We believe in building community through philanthropy.

Benefits:

A competitive salary starting at $70,000 (up to $80,000) per year Benefits package that includes health and dental insurance options, 401(k) with Match and Roth options and PTO Hybrid role- expected to report to Woodcliff Lake, NJ (2-3 days/week) Continuing education support. Top rated training and development Superior service and support from Guardian Life, a fortune 250 company

Requirements:

Must be a US Citizen or permanent resident Willing and able to obtain Life, Accident, Health licensing A four-year degree (Business, Finance or Financial Planning related) Must be able to work hybrid out of Woodcliff Lake 2-3 per week Take the next step in your career with a firm dedicated to your success and the success of our clients. We offer a supportive environment, competitive compensation with a signing bonus, and opportunities for professional and personal growth. Apply today and embark on a rewarding career path with Planning Alliance! This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Today, we provide life insurance, disability insurance, dental insurance, and other benefits for individuals, at the workplace, and through government-sponsored programs. And as one of the largest mutual insurance companies, we know what matters most: meeting the needs of our customers first. Because everyone deserves a Guardian.

Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and

SIPC. 7606138.1

(Exp. 5/27)

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Vision insurance Work from home Application Question(s): Will you now or in the future require work authorization sponsorship?

Experience:

Policy Administration:

2 years (Required)

License/Certification:

Life and Health license (Preferred) Ability to

Commute:

Woodcliff Lake, NJ 07677 (Preferred)

Work Location:

In person