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Client Service Specialist

None • Elmsford, NY, US • published 2026-10-06 19:33:47.417686

Description

We are a growth, result and detail\-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people! **Responsibilities will initially include:** * Preparing life, disability, and long\-term care insurance quotes for clients * Work with our firm’s resources to delegate such work and then proofread and verify for accuracy * Phone conversations with clients to intake information, and then completing electronic applications and sending for signature * Work with clients and paramedical vendors to schedule health exams * Prepare presentations for client meetings * Utilize Salesforce to track opportunities, relationships and activity * Manage “mill”, cases in underwriting, in salesforce, adjusting time\-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status. **We are looking for an individual with the following traits:** * Outgoing, comfortable on the phone (no cold calling) * Strong customer service skills * Energetic * Organized * Experienced in life insurance and salesforce * Process driven * Detail oriented * Efficient * Enjoys being a part of a team * Able to ...

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