Director of Client Operations

Responsibilities:

Administrative Support

·        Maintain financial representative’s calendar and schedule follow-up appointments.

·        Answer and direct telephone calls as appropriate

·        Process client/prospect reservations for marketing events such as seminars and assist in the preparation of seminar materials and event mailings

·        Handle case notes, process correspondence and maintain client case files.

·        Maintain supplies of current insurance/ investment-related marketing materials

·        Input data, print proposals and gather information for client/prospect meeting

·        Contact clients to set up follow-up meetings

·        Monitor database and expedite any additional underwriting requirements

·        Communicate with home office, investment and fund families to supply or obtain information

·        Prepare/print letters of instruction for client signature

·        Prepare policies for delivery

·        Maintain check logs

·        Send client birthday cards and schedule birthday/age change appointments for representative

·        Generate lead letters and implement marketing programs

Client Services

·        Contact clients, prospects and centers of influence for appointments and referrals to generate interest in related products

·        Meet with clients to complete insurance related applications

·        Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions

·        Actively participate in conservation of existing business

·        Review insurance applications, conversions and policy changes for completeness and accuracy

·        Arrange medical, paramedical and any exams necessary for underwriting

·        Provide current status and account values for related accounts

·        Contact and advise clients regarding late payments and other sales and service-related issues

·        Consult with clients on impact of changes to related products

·        Process incoming service requests from clients (address changes, bank change information, loan requests and other service inquiries)

Requirements:

·        Bachelor’s Degree is preferred

·        3-5 years of administrative support experience

·        2-3 years of client relations, customer service experience

·        1-2 years of project management experience

·        Advanced Microsoft Excel skills

·        Microsoft Office Suite, and OneNote are preferred

·        Experience in the finance industry is preferred