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Administrative Client Relations

Company: Day Personnel
Location: Troy
Posted on: November 18, 2021

Job Description:

Support the producer in the delivery of needs-specific financial solutions to target market clients. Must have Life, Accident and Health license for the State of Michigan. Will be an active communication link responsible for reinforcing the client/producer relationship; accountable to be responsive to client and producer needs. ESSENTIAL DUTIES AND RESPONSIBILITIESThis individual must demonstrate a high level of initiative and ability to work interdependently with the producer and other team members. Must take the initiative to expedite requests for service in a timely manner, possess the initiative to make sound decisions in scheduling appointments and other situations requiring rapid/informed resolutions. Will review confidential financial and personal data provided by client. Producer Support& Telephoning existing clients for appointments and reviewsHandle unsolicited calls from prospects to schedule appointmentsClient correspondenceProvide producer support on casesPrepare and understand sales illustrationsManage producers strategic planningCoordinate marketing campaignsBasic Case Preparation SupportClient Interviewing:- prepare for initial client interview by gathering materials needed- assist producer in gathering information needed (ie: background and financial info)- document client meetings and callsCase Analysis (under producer supervision):- contact client or client advisor to verify info needed for underwriting- work with producer to review and analyze proposals- run illustrations- prepare client presentation package- contact client to confirm schedule, gather any additional information needed and maintain contact with the clientImplementation:- prepare forms for producer/client signatures- review and update client information as needed for client review meetings- attend and participate in client meetings as needed- manage and resolve client service problems- initiate calls to set client review meetings and check for any changes in client status- maintain files and recordsAdministrativereview work processes for potential quality improvements and efficiencies, implement them when appropriateplan and prioritize own work scheduleuse activity to-do lists, calendars, software and other work/time management systemsKNOWLEDGE, SKILLS, AND/OR ABILITYTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Excellent written and communication skillsHigh degree of flexibility to deal with a variety of situationsAbility to handle multiple tasks at the same timeWorking knowledge of financial services industryAttention to detailStrong technology skillsClient service skillsEDUCATION and/or EXPERIENCEHigh School or equivalentCollege degree in business or finance preferred2-4 years business experience needed in the financial services industryCollege degree and related skills may be substituted for related work experienceExperience working in a client service environmentCERTIFICATES, LICENSES, REGISTRATIONS Fully licensed for life, accident and health in the state of MichiganFully paid benefits and bonuses

Keywords: Day Personnel, Troy , Administrative Client Relations, Administration, Clerical , Troy, Michigan

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