- Serve as a key point of contact for customers, clients and other representatives. Handles complex and escalated phone calls from representatives and customers to resolve issues.
- Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
- Provide training and support to our clients with the navigation and use of various technological systems associated with the Broker/Dealer.
- Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
- Utilize the CRM (Client Relationship Management) tool to accurately collect records, comments and notes from each call.
- Provide training support internally on department processes and system navigation.
- Participate in special projects as assigned.
- Document and update current procedures to ensure future alignment
- Other duties as assigned.
- Two to four years Financial Industry experience is required.
- Associates degree (A.A.)
- Iowa Insurance license required within first 60 calendar days of employment
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Client Services Facilitator - Urbandale, United States - Brokers International
Description
We are currently seeking a driven Client Services Facilitator to join our Brokers International Financial Services team The Client Services Facilitator serves as a liaison to our current clients and team members, guiding functionality and creating memorable customer experiences.
Their knowledge base and ability to troubleshoot in the moment helps create an impactful trust and rapport while supporting others.
The ideal candidate will seek out additional understanding while acting as a subject matter expert, using multiple forms of media to communicate with our stakeholders confidently and professionally.
To be successful, you must have a go-getter attitude, be an effective communicator, have a constant desire to learn, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience.
If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.
Brokers International and our subsidiary organizations, Brokers Financial and Brokers International Mountain States work to empower financial professionals across the country with innovative solutions, support, technology, and marketing assistance so they can help more Americans effectively prepare for retirement.
By joining our team, youll have the opportunity to work for one of the countrys largest and most experienced insurance marketing organizations, enabling you to positively impact thousands of financial professionals and their businesses.
Essential Job Functionsfrom an accredited location:
or two to four years related experience and/or training; or equivalent combination of education and experience.
Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more.
We also reward our employees hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee.
As an added bonus, we close every Friday at 3 p.m.Our Culture
At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our employees.
If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.
About Integrity
Integrity is one of the nations leading independent distributors of life, health and wealth insurance products with a data and technology focus.
to help people protect their life, health and wealth so they can make the most of what life brings.
Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead.
Integritys 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually.
For more information, visit
