Position Summary
Are you interested in joining a fast-growing financial services company? Do you enjoy providing excellent service to clients? RetireOne is a cutting edge national Outsourced Insurance Desk for Registered Investment Advisors. We are searching for a Service Specialist to join our team to support our partner advisory firms. Daily responsibilities include:
- Serve as primary point of contact providing superior service to investment advisors
- Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills.
- Manage client needs through to completion by means of follow-up, advanced research, client advocacy, and collaboration with business partners to ensure timely and accurate delivery of information.
- Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of clients’ needs.
- Answer questions on a wide assortment of technical operational subjects
- Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring.
- Set proper expectations when assessing and resolving client issues.
- Deliver unparalleled value and outstanding service to our internal and external clients.
- Ability to prioritize and escalate emails and phone calls.
- Be prepared to jump in and assist to ensure proper execution and timely delivery of required tasks.
- Ability to establish rapport with clients over the phone to create long term relationships with RetireOne.
- Track the pipeline of service requests and provide proactive updates to investment advisors throughout the process
- Collaborate with other team members to deliver timely and accurate information in response to inquiries and/or service issues
- Research and respond to client issues related to applications, forms, and various other areas of product knowledge and support
- Review information for accuracy and completeness according to company standards and work with financial advisors to resolve open information requests
Qualifications:If you’re not an insurance expert, that’s okay! In addition to the skills below, successful candidates will have a growth mindset and a willingness to learn.
- Some customer service and/or operations experience is strongly preferred. College Internships and collegiate activities will be considered in lieu of experience. Experience in the insurance industry is a plus.
- Enjoy working in a structured environment during specified hours as determined by business need.
- Excellent operational and organizational skills with the ability to manage transactional work, be self-directed, and quickly develop a full understanding of our business and the financial services industry
- High attention to detail to adhere to extensive policies, procedures, and guidelines.
- Proven passion for helping, servicing and educating others; strong client-focus and the desire to form relationships during each interaction
- Strong interpersonal, verbal, and written communication skills with a desire to work in an inbound phone environment
- Demonstrated ability to build and sustain strong relationships with clients and partnerships with internal associates.
- Aptitude and passion for working with technology and influencing our clients in becoming a digital practice
- Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience
- The ability to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
- Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
This position works in a professional office with other motivated staff, with the opportunity to work remotely on occasion upon request. This position is located in our downtown Louisville, KY, office. The individual who fills this role will report to the Director, Service and Strategy. The salary range is $37,500 to $48,000, depending on experience, background and qualifications. Promotional opportunities exist within this fast-growing company.
37500.00 To 48000.00 (USD) Annually
