Client Relations Specialist - Red Bank, United States - PerforMAX, Inc. on behalf of Smallwood Wealth Management

Description

Smallwood Wealth Management has an exciting opportunity for a talented professional to make a significant impact on our organization's success.

We cater to top-tier business owners, professionals, and high-level corporate executives to provide confidence and clarity to grow and protect their wealth.

The
mission for this role is to deliver unparalleled service to existing annuity and insurance clients while providing an extraordinary client experience.

We seek individuals to be committed to our Core Values demonstrating a "Get it Done" mentality, eagerness to learn, a positive attitude, and commitment to our vision of growth.

The outcomes expected of this individual:

• Manage annuity and insurance service requests efficiently and accurately, balancing varying degrees of volume.
• Expedite Service requests completing them within 24 hours of assignment and timely delivery to client for signatures.

These requests may include, but are not limited to:
address changes, beneficiary changes, loan requests, withdrawal requests, requesting illustrations, etc.

• There must be an exceptional standard of accuracy, striving for an error rate of < 1% for each product line, thereby upholding the integrity and reliability of our services.
• Every client interaction and activity is meticulously recorded in our CRM for comprehensive record keeping.
• All documents are stored via electronic storage following the SWM naming convention for easy access and reference by all.
• Maintain and update the CRM consistently adding new information, rectifying errors, and preservation of a "perfect client record."

Competencies the individual hired for this position MUST have:

• 
  Attention to detail. Do not let important details slip through the cracks or derail a project.

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Efficiency. Able to produce significant output with mínimal wasted effort.
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Teamwork. Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
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Proactivity. Must be a self-starter and an independent thinker. Bring new ideas to the company.
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Organizational planning. Plans, organizes, schedules, and budgets efficiently and productively. Focuses on key priorities.
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Work ethic. Possesses a strong willingness to work hard and sometimes work long hours to get the job done. Has a track record of working hard.


Preferred Skills and Experience:

• Should have current life and health insurance license.
• A proven ability to exercise considerable discretion and independent judgment when making decisions and interacting with Team Members, clients, vendors, and centers of influence.
• Expertlevel knowledge of Microsoft products and industrylevel software

Pay:
$65, $70,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Health insurance
• Onthejob training
• Parental leave
• Professional development assistance

Experience level:

• 3 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Inperson
• Office

Application Question(s):

Ability to Relocate:

• Red Bank, NJ 07701: Relocate before starting work (required)

Work Location:
In person