Jobs
>
Louisville

    Service Specialist - Louisville, United States - DPL Financial Partners

    DPL Financial Partners
    DPL Financial Partners Louisville, United States

    3 weeks ago

    Default job background
    Description

    Job Summary:

    The Service Specialist is a highly motivated individual, detail orientated with a focus on providing quality service to DPL member firms.

    In this role, you are required to effectively collaborate with Sales Consultants and Support Staff to execute the responsibilities of your role.

    We are looking for a qualified candidate who can quote and prepare applications for life insurance policies, coordinate underwriting requirements by interacting with advisors, clients, third parties and underwriters.

    Service Specialist will need to be detailed oriented to successfully perform quality reviews for our New Business. You will be assisting advisors with pre and post service requests utilizing professional customer service and communication skills. This role requires daily correspondence with clients and advisors both by phone and email.

    This role would need someone who is proactive, and will review new business policies and follow-through on commitments to meet the DPL Standard of Service.


    Qualifications:
    Bachelor's Degree from an accredited college or university is highly preferred. Experience in the insurance sector or with RIAs with a focus in Operations Processing or Customer Service preferred.
    Proficient in Microsoft Office
    • Microsoft Word, Excel, and Power Point required.
    Prior experience with Salesforce and e-application platforms (e.g. Firelight) preferred.
    Analytical
    • Able to understand complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.

    Job Knowledge
    • Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.

    Oral/Written Communication
    • Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; engages and works with consultants on open cases; participates in meetings.

    Confidentiality
    • Able to keep all sensitive and private information confidential and always employ discretion and professionalism.

    Planning/Organizing
    • Prioritizes and plans work activities; ability to multi task; manages time efficiently; proactive in problem solving; sets goals and objectives; maintains confidentiality and quality assurance.

    Quality
    • Able to perform repetitive tasks and maintain speed of work, accuracy and attention to detail without loss of productivityTeam player with excellent communication skills.

    Flexible
    • Must be able to work in a dynamic fast paced environment and able to adapt to frequent change.

    Physical Demands and Working Conditions:


    While performing the duties of this Job, the employee will be required to sit or utilize standing desk while working on computer for long periods of time.

    The employee may occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate.

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • AAA East Central Louisville, United States Full time

    Retail Service SpecialistWe are looking for someone who will thrive in a sales and service environment by cross-selling and upselling products. This is an exciting career opportunity in our branch network and ideal for candidates' intent on providing excellent customer service an ...


  • AAA East Central Louisville, United States Full time

    Retail Service SpecialistWe are looking for someone who will thrive in a sales and service environment by cross-selling and upselling products. This is an exciting career opportunity in our branch network and ideal for candidates' intent on providing excellent customer service an ...


  • Redwood Ventures Seneca Gardens, KY, United States Freelance

    **Exciting field work in Seneca Gardens, KY · Medical Professional Field Work (m/f/d) in Hamburg**: · We are looking for you · For field work in the Seneca Gardens, KY area, starting as soon as possible. · Since its founding in 1997, the IAA - Institute for Occupational Medicine ...

  • Insight Global

    Service Specialist

    3 weeks ago


    Insight Global Louisville, United States

    This person will be joining our client's team, as a installation and service specialist. They will be responsible for traveling around the greater Louisville area to go onsite at various clients for installation projects, as well as troubleshooting and service fixes. They will be ...

  • DPL Financial Partners

    Service Specialist

    1 week ago


    DPL Financial Partners Louisville, United States

    Job Description · Job DescriptionJob Summary: The Service Specialist is a highly motivated individual, detail orientated with a focus on providing quality service to DPL member firms. In this role, you are required to effectively collaborate with Sales Consultants and Support Sta ...


  • State of Kentucky Louisville, United States

    Advertisement Closes · 5/26/2024 (8:00 PM EDT) · Pretrial Services Specialist -Administrative Office of the Courts (AOC) · Pay Grade 10 · Salary · $36, $48,270.75 Annually · Employment Type · Judicial Branch | Administrative Office of the Courts | 37.5 HR/WK · Click here for more ...


  • Automatic Data Processing Louisville, United States

    Client Service Specialist is responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Specialist is responsible for communicating with client Customer Service Specialist, ...


  • State of Kentucky Louisville, United States

    Advertisement Closes · 5/26/2024 (8:00 PM EDT) · Pretrial Services Specialist -SHIFT -Administrative Office of the Courts (AOC) · Pay Grade 10 · Salary · $39, $53,097.83 Annually · Employment Type · Judicial Branch | Administrative Office of the Courts | 37.5 HR/WK · Click here f ...


  • State of Kentucky Louisville, United States

    Advertisement Closes · 5/26/2024 (8:00 PM EDT) · Pretrial Services Specialist -Administrative Office of the Courts (AOC) · Pay Grade 10 · Salary · $36, $48,270.75 Annually · Employment Type · Judicial Branch | Administrative Office of the Courts | 37.5 HR/WK · Click here for more ...


  • Epiq Systems, Inc. Louisville, United States

    It's fun to work at a company where people truly believe in what they are doing · Job Description: · A Service Specialist - FAST provides various administrative support services that may include; copy, print, mail, hospitality, facilities and receptionist services. This unique an ...


  • AdaptHealth LLC Louisville, United States

    Job Type · Full-time · Description · AdaptHealth Opportunity - Apply Today · At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives - out of the hospital and in their homes. We are actively recruiting in y ...


  • ADP Louisville, United States Not Specified

    At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP. · We strive ...


  • ADP Louisville, United States

    At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP. · We strive ...


  • AAA - The Automobile Club Louisville, United States

    Greet all members and customers, determine their need and provide Legendary Service. Provide DMV vehicle license, registration and notary services. Reach sales and service goals (and earn incentives) for multiple AAA products and services. Preparing Retail, Specialist, Service, I ...


  • O'Reilly Auto Parts Louisville, United States

    O'Reilly Automotive Dixie Highway [Store Supervisor / Team Member] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the areas ...


  • Rudd Equipment Company Louisville, KY, US, United States

    SUMMARY: · This role focuses on supporting customers in effectively using telematics systems for construction and mining equipment sold by the company. The Telematics Specialist will ensure optimal deployment and utilization of these systems, manage telematics subscriptions, and ...


  • Seven Counties Services Louisville, United States

    Job Description:Central State Hospital is seeking a full-time Recovery Services Specialist to join the Recovery Services teamThis position will primarily work M-F, 8am-4:30pm but will rotate some evening and weekend hours.Job DetailsPlans, schedules and conducts psychoeducational ...


  • Insight Global Louisville, United States

    Job Description · An employer is looking for a Service Desk Specialist to support their internal employees working in their company locations throughout the US. 90% of this person's day will be responsible handling level 1 inbound calls/chats and accurately logging the interactio ...


  • TEKsystems Louisville, United States

    : · TEKsystems is seeking a Technical Support Specialist to join our Government Services team in Frankfort on site at the Administrative Office of the Courts. This person will be responsible for agency hardware, systems software and applications software portfolio, including main ...


  • Sherwin-Williams Louisville, United States Full time

    This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service S ...