Customer Service Manager at SoTalent Customer Service Manager at SoTalent in Lake Dallas, Texas Posted in about 7 hours ago.

Type:

full-time Customer Service Manager ????

Location:

Lake Dallas, TX ????

Industry:

Financial services ????

Work Setting:

Hybrid Are you passionate about helping individuals and families achieve financial security while building long-term client relationships? As a Benefits Representative, you serve as a trusted advisor, helping clients understand their financial protection options and select solutions that align with their goals. This customer-focused role combines relationship building, financial education, consultative sales, and ongoing client support to help families safeguard their assets and prepare for the future. The ideal candidate is highly motivated, people-oriented, and committed to delivering exceptional service while helping clients make informed financial decisions. Key Responsibilities Client Relationship Management Build and maintain strong relationships with clients and their families. Serve as a trusted point of contact for financial protection and benefits-related questions. Conduct regular follow-ups to ensure client satisfaction and ongoing support. Foster long-term partnerships through exceptional service. Financial Needs Assessment Meet with clients to understand their: Financial Goals Family Needs Long-Term Objectives Financial Concerns Evaluate current financial situations and protection needs. Identify areas where clients may benefit from additional guidance or coverage. Benefits & Financial Protection Consulting Present tailored solutions designed to help clients protect their assets and financial well-being. Educate clients on available benefit and protection options. Explain products and services in a clear and easy-to-understand manner. Recommend solutions aligned with individual client needs and objectives. Client Education & Guidance Help clients make informed financial decisions. Provide ongoing education regarding financial protection strategies. Explain industry trends and product updates. Maintain a consultative approach focused on client success. Industry Knowledge & Professional Development Stay current with: Industry Trends Financial Products Benefits Programs Regulatory Changes Market Developments Participate in training and professional development opportunities. Continuously enhance product and industry knowledge. Customer Service Excellence Deliver exceptional client experiences. Respond promptly to client inquiries and concerns. Resolve issues professionally and efficiently. Ensure clients always have access to support and guidance when needed. Qualifications Preferred Education High School Diploma or equivalent required.

Additional education in:

Business Finance Marketing Communications Related Fields is beneficial.

Experience Preferred Experience in:

Customer Service Sales Account Management Financial Services Insurance Client Relations Benefits Administration Key Skills Relationship Building Client Relationship Management Networking Trust Building Customer Retention Communication Verbal Communication Active Listening Presentation Skills Interpersonal Skills Sales & Consultation Consultative Selling Needs Analysis Solution Presentation Client Education Professional Skills Organization Time Management Problem Solving Self-Motivation Adaptability Work Environment & Benefits Flexible Scheduling Full-time opportunity with flexible working hours. Ability to manage schedules while meeting business goals. Career Growth Ongoing training and development. Professional advancement opportunities. Supportive learning environment. Compensation Potential Performance-based earning opportunities. Increased earning potential based on individual results and dedication. Company Culture Collaborative and supportive team environment. High-energy workplace focused on personal and professional success. Optional team events and company outings. Family-oriented culture. Professional Competencies Customer Focus Relationship Management Communication Financial Awareness Persuasion Integrity Initiative Goal Orientation Professionalism Service Excellence Core Competencies Client Relations Benefits Consulting Financial Protection Customer Service Consultative Sales Relationship Management Financial Education Account Management Communication Skills Client Retention Business Development