Client Support Specialist
About The Position
Megastar Advisors specializes in providing comprehensive marketing solutions and back-office support to agents in the financial planning industry. Are you an experienced, highly organized, and upbeat professional with a passion for delivering exceptional client experiences? If so, we invite you to explore an exciting opportunity as a Client Support Specialist with our dynamic team. As a Client Support Specialist, you will serve as a crucial liaison between our agents, financial clients, and insurance carriers. You will be responsible for proofing, processing, tracking, and resolving issues related to the submission of new business from our agents to various insurance carriers. This role also requires regular communication via phone with both advisors and consumers, so a background in sales or client-facing roles is highly valued.
Requirements
- Teamwork and independence: Ability to work effectively both as part of a team and independently.
- Interpersonal skills: Outstanding ability to maintain positive working relationships with colleagues, advisors, and clients.
- Time management: Exceptional skills in managing time, meeting deadlines, and maintaining high attention to detail in a fast-paced environment.
- Sales & communication experience: A background in sales or client-facing roles is a plus, with confidence handling phone conversations.
- Proficiency in Microsoft Office: Must be proficient in Outlook, Word, and Excel.
- Minimum of 2 years of work experience in financial services, insurance, sales, title, or a related field preferred.
Responsibilities
- Process insurance contracts: Review contracts for accuracy and completeness across all lines of business.
- Submit paperwork: Submit all required documentation to various insurance carriers and maintain accurate records in our CRM system.
- Satisfy requirements: Collaborate with agents and insurance carriers to fulfill missing requirements for completed contracts and document all actions in the CRM.
- Stay updated: Keep abreast of the latest insurance carrier forms, processes, and procedures.
- Client & advisor communication: Engage in regular phone communication with advisors and consumers to provide updates, gather information, and ensure a smooth application process.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
