- 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.
- Associate's degree (A.A.)
- Iowa Insurance license required within first 60 calendar days of employment
-
Client Services Facilitator
3 weeks ago
Brokers International Urbandale, United StatesWe 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. ...
-
Client Services Facilitator
3 weeks ago
Brokers International Urbandale, United StatesWe 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. ...
-
Client Services Facilitator
2 weeks ago
Brokers International Urbandale, United StatesWe 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. ...
-
QA Produce Inspector
6 days ago
SYSCO Ankeny, United States Full timeCompany: · US0039 Sysco Iowa, Inc.Zip Code: · 50021Minimum Level of Education: · High School or EquivalentMinimum Years of Experience: · 1 YearEmployment Type: · Full TimeTravel Percentage: · 0COMPENSATION INFORMATION: · The pay range provided is not indicative of Sysco's actua ...
-
Kids Birthday/Events Team Member
2 weeks ago
Des Moines Careers Urbandale, United States Permanent, Part time.*Position Summary* · The Kids Team Member-Parties facilitates creative and entertaining children's birthday parties and events. Creates a fun and enthusiastic environment and engage children in a wide variety of exciting activities. Organizes and implements activities and games ...
-
Workplace Experience Coordinator
3 weeks ago
Van Wall Equipment Urbandale, United StatesPosition Overview · The Workplace Experience Coordinator will be an instrumental role in key business coordination and support duties for Van Wall's administrative office in including receiving visitors, fielding inbound communication to the corporate office, coordinating employe ...
-
Clinical Informaticist
3 weeks ago
UnityPoint Health Urbandale, United StatesOverview · Supports implementation and ongoing maintenance of home care and hospice software as it relates to clinical users. Will be available for process simplification, problem solving, and trouble shooting. Distinguishes between software problems and user problems and applies ...
-
Workplace Experience Coordinator
2 weeks ago
Van Wall Equipment Urbandale, United StatesPosition Overview · The Workplace Experience Coordinator will be an instrumental role in key business coordination and support duties for Van Walls administrative office in including receiving visitors, fielding inbound communication to the corporate office, coordinating employe ...
-
Member Services Representative
3 weeks ago
Crunch Fitness Urbandale, United States· The Member Services Representative (MSR) is the first and last interaction our members have at our facilities so they are the face of our operation The MSR handles all preliminary guest questions and concerns and works to maintain a fun and supportive atmosphere for our member ...
-
Kids Birthday/Events Team Member
2 weeks ago
Des Moines Urbandale, United States. · Position Summary · The Kids Team Member-Parties facilitates creative and entertaining childrens birthday parties and events. Creates a fun and enthusiastic environment and engage children in a wide variety of exciting activities. Organizes and implements activities and game ...
-
Physician PRN
3 weeks ago
Concentra Urbandale, IA, United States Full timeAre you ready to take your career to new heights? At Concentra, you will be a vital member of our patient care team and play a crucial role in providing exceptional care to our patients. Our mission is to improve the health of America's workforce, one patient at a time. Join us a ...
-
Physician PRN
1 week ago
Concentra Urbandale, United StatesOverview · Are you ready to take your career to new heights? At Concentra, you will be a vital member of our patient care team and play a crucial role in providing exceptional care to our patients. Our mission is to improve the health of America's workforce, one patient at a time ...
-
Local Leader, Client Services Manager
1 week ago
Brown and Caldwell Urbandale, United StatesWe have an exciting opportunity for an Office Leader and Client Service Manager (CSM) with a demonstrated background in business development, client relations, and delivery of municipal water, wastewater and stormwater engineering projects, and a history of successfully leading p ...
-
Behavior Specialist 2024-25 School Year
1 week ago
Ayer Shirley School District Urbandale, United StatesJOB TITLE: · Behavior Specialist · CLASSIFICATION: · Certified · FLSA STATUS: · Exempt · IMMEDIATE SUPERVISOR: · Coordinator of Special Education · RECEIVES GUIDANCE FROM: · Coordinator of Special Education · PURPOSE OF THE POSITION: · To work collaboratively with school staff to ...
-
Behavior Specialist 2024-25 School Year
1 week ago
Urbandale Community School District Urbandale, United StatesJOB TITLE: · Behavior Specialist · CLASSIFICATION: · Certified · FLSA STATUS: · Exempt · IMMEDIATE SUPERVISOR: · Coordinator of Special Education · RECEIVES GUIDANCE FROM: · Coordinator of Special Education · PURPOSE OF THE POSITION: · To work collaboratively with scho ...
-
Janitorial / Maintenance
3 weeks ago
Crunch Fitness Urbandale, United States· The Janitor/Maintenance Attendant plays an integral part in helping us keep our clubs looking shiny and new. Working with Club Leadership, the Janitor works to ensure that the club facility is kept clean, safe and sanitary. · Position Requirements · ExpectationsMaintain clea ...
-
Pharmacy Warehouse Specialist
2 weeks ago
UnityPoint Health Urbandale, United StatesOverview Pharmacy Warehouse Specialist · Urbandale, IA · Monday-Friday 8:30AM-5:00PM · Full-time + benefits · Assist in the delivery of quality and safe infusion services to patients by performing non-technical tasks. Sort, package, and ship medication, supplies, and equipmen ...
-
Caregiver
1 week ago
Sevita Urbandale, IA, United StatesNeuroRestorative, a partner of The MENTOR Network provides rehabilitation services for people of all ages with brain, spinal cord and medically complex injuries, illnesses and other challenges. In a variety of locations and community-based settings, we offer a range of programs, ...
-
Caregiver
1 week ago
Sevita Urbandale, IA, United StatesNeuroRestorative, a partner of The MENTOR Network provides rehabilitation services for people of all ages with brain, spinal cord and medically complex injuries, illnesses and other challenges. In a variety of locations and community-based settings, we offer a range of programs, ...
-
Operations Coordinator
2 weeks ago
Brokers International Financial Services Urbandale, IA, United StatesAbout Brokers International · Brokers International is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other service ...
Client Services Facilitator - Urbandale, United States - Integrity Marketing Group
Description
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.Integrity is driven by a singular purpose:
to help people protect their health and wealth so they can be ready for the good days ahead.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online.
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.
Essential Job Functionsfrom an accredited location:
or two to four years related experience and/or training; or equivalent combination of education and experience.
Why? Because we put our people first At Integrity, you can start a new career path at company you'll love, and we'll love you back.
We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.
Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.
Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Integrity Marketing Group, LLC is an Equal Opportunity employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities