Client Services Assistant

Orfin & Associates is looking for an individual who desires a fast-paced work environment where quick thinking and problem solving skills are needed to adapt to various situations. This job requires a self-motivated individual who can manage their time and prioritize their work load. A policy administrator must possess the ability to manage multiple client accounts with complete accuracy and communicate effectively with all clients and insurance companies. This position is base salary plus bonuses, Bonuses are based on performance.

Applicant Duties

DEPARTMENTAL FOCUS: New Business/Sales Support

- Customer Service and Response, Addressing customer needs, whether in person or by phone.

- Help to complete special projects and assignments by establishing and/or meeting objectives as required by upper management.

- Maintain good organization and prompt fulfillment of all business records. Work with our CRM-Redtail, to keep client records up to date and within our cloud storage system-Microsoft 365 to scan files. Responsible for most filing, scanning, labeling, grouping, and other administrative support functions for all departments: including sales, operations, and bookkeeping.

- Managing year-round maintenance for all Annuity Clients by scheduling activities to send out our 9mo and 15mo reminder letters, annual review postcards, and birthday cards. Will utilize workflows in our CRM to schedule these actions AND will fulfill the actions timely with accuracy.

- Preparing appointment folders and ensuring that upper management has everything he/she will need for the next day client meetings; to be handled every single day before you leave, this is an essential role to ensure success during the sales process and will require reliable, accurate fulfillment.

- Assist with drafting and review business correspondence.

- ASSIST MANAGER WITH: Annuity & IUL Annual Review prep-work, this includes downloading and prepping annual statements, updating money tracking reports, and preparing documents for signatures. Financial Accuracy, Attention to detail, and efficiency are essential to this role. (Not immediate responsibility)

- ASSIST MANAGER WITH: Annuity and IUL policy delivery binders - preparing materials, creating money tracking reports, and quality control. Financial Accuracy, Attention to Detail, and Efficiency are essential to this role.(Not immediate responsibility)

- ASSIST MANAGER WITH: Provide back-up assistance with entering new Annuity and IUL applications into the firelight application system as needed. This work will be delegated to you on demand and will be extremely time sensitive. Accuracy, Attention to detail, and efficiency are essential to this role.(Not immediate responsibility)

- 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, adding & updating records in our CRM, and any other tasks as required by the event manager.

-Assist Events Manager with live seminars to include week ahead and/or day before calls. Attending events as needed to provide support. Scheduling appointments, tracking attendance, and supporting future sales opportunities like referrals and "chasers".

- Assist sales & marketing efforts with digital & printed marketing campaigns, call campaigns, and activities as needed

- Working evening workshops - At least 4-6 evenings per month (out of the office)
*To start and learn business values and fundamentals (Not position focus)

- Assist with managing Webinars - All processes. Includes registration, reminders, week ahead and/or day before calls, working as webinar moderator, managing attendees, providing technical support, collecting and reviewing response sheets, scheduling appointments, sending gift cards, and tracking attendees/steps/functions in our CRM.
*To start and learn business values and fundamentals (Not position focus)

Job Requirements:
Proven work experience in an account services, secretarial, or administrative assistant role, in an office setting

• Proficient in Microsoft office (Word, Excel, and Outlook)
• Type at a moderate/fast speed with accuracy
• Clear and effective written and verbal communication skills (handwriting, grammar, speech)
• Maintain a high level of professionalism (behavior and appearance)
• Preferably possess a college degree
• High school diploma required
• **Licensed through FINRA in Life&Annuties either prior to job start ** or acquired during probationary period.**

Skills Required:

• Very organized with high attention to detail
• Coachable personality with a good attitude
• Self-motivated and organized
• Multi-task in a fast paced environment
• Critical thinking and problem solving
• Phone Etiquette and discretion
• 2 years of experience using Microsoft Office, specifically Word and Excel

Job Type: Full-time

Job Type: Full-time

Pay: $47,000.00 - $56,000.00 per year

Benefits:

• Paid time off
• Paid training

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekends as needed

Experience:

• Customer support: 4 years (Required)
• Financial concepts: 2 years (Required)
• Insurance: 2 years (Required)
• Client services: 3 years (Required)

Work Location: In person