Pinnacle Retirement Services, LLC Hiring for Office Assistant Full Time

Client Services Specialist

High quality administrative and service role to support a variety of business essential tasks across several departments ensuring both internal operations and customer needs are being met. Promotes corporate image by representing the firm internally and externally.

DEPARTMENTAL FOCUS: Business & Financial Operations

Principal Job Duties:

• Customer Service and Response. Addressing customer needs, whether in person or by phone.
• Assist with drafting and review of business correspondence.
• Annuity & IUL Annual Review prep-work. This includes tracking annuity clients’ anniversary dates, downloading and prepping annual statements, updating money tracker s, preparing documents for signature, and proactively contacting clients to facilitate annual review meetings. Excellent customer relations throughout this process to preserve their business for the firm. Financial Accuracy, Attention to Detail, and Efficiency are essential to this role.
• Maintain good organization and prompt fulfillment of business records. Work within our CRM- Redtail, to keep client records up to date and within our Cloud storage system- Microsoft 365 to scan files.
• Provide customer support upon request to help client’s facilitate needs such as: claims, financial withdrawals (including RMD’s), annuity & IUL money-adds, plan quoting and comparisons, and enrollment support for group clients. This includes tracking and accountability with regular updates to client as needed and excellent record keeping in the client’s files. This also includes providing emotional as well as professional support during the death claim process.
• Assist Business Manager with new Annuity and IUL applications to ensure accuracy and efficiency. Conducting suitability assessments before applications are submitted and working with upper management as needed to help ensure successful processing. Also responsible for similar new business management functions as applicable to Group Business, Individual Health, Term Life, and other lines of business.
• Assist Business Manager with incoming annuity premiums (ie. Money Chasing) to ensure speedy and accurate funding of new client accounts and existing client adds. This includes problem solving, client engagement, and effective handling of financial institutions, corporate liaisons, and facilitators. Keeping accurate and up to date ing on funds.
• Expand personal job knowledge by participating in educational opportunities; reading industry specific news; following financial markets; maintaining personal networks; and participating in professional organizations.
• Enhance the firm’s reputation through professionalism and courtesy to both partners and clients online, by phone, in person, and with all written correspondence. This may include assisting with online research, blogging, social media posts, email blasts, telephone outreach campaigns and more as required.

Cross Trained – Team Support Duties:

• Back-office support for corporate functions such as preparing materials for sales seminars and client events. Includes but not limited to mail fulfillment, communications with guests both pre and post event, printing and stuffing packets, set up and take down, and any other tasks as required by the Events Manager.
• Assist Sales & Marketing efforts with the digital & printed presentations, producing and distributing. This includes but is not limited to, preparing formal proposals of products & services, renewal analysis & annual review packets, enrollment kits, training manuals, flyers, post cards, etc.
• Annuity and IUL Policy Delivery Binders- preparing materials, creating money tracker s, and quality control.
• Assist Business Manager with tracking (a) Individual Health and (b) Group clients’ policy terms, quoting & spreadsheeting plan alternatives, and proactively contacting clients to facilitate renewals. Excellent customer relations throughout this process to ensure client retention.
• Help to complete projects and special assignments by establishing and/or meeting objectives as required by upper management and team leads.
• Filing, Scanning, Labeling, Grouping, and other back-office support functions.

Required Skills: Organization, Prompt Responsiveness, Accuracy, Professionalism, Caring Client Relations, Written and Verbal Communication, Time Management, Good Memory and Recall Capabilities, Strong Problem Solving skills, Attention to Detail, Willingness to Learn and Evolve, Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.

Job Types: Full-time, Part-time

Pay: $18.00 – $20.00 per hour

Benefits:

• Flexible schedule

Schedule:

• No weekends

Supplemental pay types:

• Bonus pay

Education:

• High school or equivalent (Required)

Experience:

• work: 2 years (Required)

Work Location: One location