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Our client, a boutique independent life insurance brokerage located near Grand Central, is seeking a Temp to Perm Client Services Associate to support the Client Services team. The Associate will use their experience to follow established processes and prepare deliverables. Relevant skills that an Associate will be able to further develop in this role include task management and time management skills, effective communication skills, and an exceptional attention to detail. The work is challenging, and hard work is recognized and rewarded. The candidate will not only learn about servicing life insurance for the wealthiest families in the country and providing highly complex reporting but also will develop task management and time management skills, effective communication skills, Microsoft Excel Skills, and an exceptional attention to detail. The work is intellectually stimulating and challenging, and hard work is recognized and rewarded. Hours are Monday - Friday, 8:30am - 5:30pm with flexibility for overtime. After the temp period, which requires a 4 day/week in office presence, there is an opportunity to work a 3/2 hybrid schedule.

Responsibilities:

• Obtain policy values, forms, and information from insurance carriers via carrier websites, phone, and fax
• Prepare premium invoices, email drafts, and policy reviews. Identify errors and recommend enhancements that will contribute to an improved and excellent level of customer service
• Develop good relationships with insurance carrier contacts who we rely on to provide prompt and accurate information
• Request policy illustrations and review for accuracy or use insurance company software to run illustrations
• Regularly communicate with clients, generally via email and sometimes by phone, to respond to their inquiries, alert them to missed payments, provide information, etc.
• Problem-solve client issues and escalating to higher level internal management when applicable
• Generate or update policy summaries for new and existing clients
• Prepare periodic policy reviews for enforce policies
• Update and maintain client information and document all client transactions

Qualifications:

• Bachelor's degree
• Experience in the life insurance industry a plus
• Highly detail-oriented
• Superior follow through skills
• Proficiency in Microsoft Outlook, Word, and Excel
• Strong interpersonal communications skills (both written and oral)
• Impeccable client service orientation
• Willingness to learn and grow in a productive, challenging environment
• Ability to prioritize, stay organized, and multi-task in a fast-paced environment
• Exemplify core principles of the firm: Punctuality, Accountability, Excellence, and Thoroughness
• Have a strong work ethic and commitment to the highest standards of excellence
• Value feedback to raise the bar individually and collectively for the team

Compensation

• 70-75K DOE
• Bonus eligible, comprehensive benefits, 3/2 hybrid once perm
• Collaborative culture, high-caliber clients

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