Client Service Specialist The SKG Team at Barnum Financial Group Elmsford, NY Job Details Full-time $65,000 a year 7 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Qualifications Microsoft Excel Microsoft Outlook Associate's degree Full Job Description We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

Preparing life, disability, and long-term care insurance quotes for clients Work with our firm's resources to delegate such work and then proofread and verify for accuracy Phone conversations with clients to intake information, and then completing electronic applications and sending for signature Work with clients and paramedical vendors to schedule health exams Prepare presentations for client meetings Utilize Salesforce to track opportunities, relationships and activity Manage "mill", cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status. We are looking for an individual with the following traits: Outgoing, comfortable on the phone (no cold calling) Strong customer service skills Energetic Organized Experienced in life insurance and salesforce Process driven Detail oriented Efficient Enjoys being a part of a team Able to multi-task Comfortable with strict deadlines and varying workload Requirements This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility. Bachelor's degree preferred; associate degree required Experience in Microsoft Office required (Excel/Word/Outlook) Life & Health license strongly encouraged Salesforce CRM experience ideal

Benefits Salary:

$65,000 plus performance bonus- Up to 20% total bonus potential. 401(k) Dental insurance Health insurance Paid time off Vision insurance