Overview

As part of the New Business team, the Client Account Specialist supports our clients and agents in the field as they submit life insurance applications for their customers. This position entails reviewing applications for accuracy, doing some data entry in the system to complete the application process or following up with the agents when something is missing or incomplete. In addition, the Client Support Specialist remains available to our agents by phone (inbound calls), fax or emails. This position does not include sales but does include a high call volume. Ability to multi task is key.
*Basic Duties*
* Basic data entry
* Basic communications with external customers, agents & funeral homes including inbound and outbound phone calls
* Includes document handling and review to prepare files for processing
* Preparing documents for mailings
* Processing a limited variety of tasks or functions such as processing new business, maintaining policy files, maintaining agent demographic information.
* Prepares correspondence using standard templates
* Follows standard screens and procedures to perform most tasks
* Complete various internet searches
*Collaboration Skills*
* Attend required training
* Collaborate with team and department members by attending team meetings and other company activities
* Ability to adjust to new or changing business needs
*_Minimum Qualifications:_*
* High school degree or equivalent.
* Basic Computer Skills required
*_Other requirements:_*
* Good verbal and written communication skills
* Professional appearance
* Must be able to work in a fast paced environment
* Single focused but flexibility to complete various tasks
* Ability to follow instructions, procedures and guidelines to perform tasks
* Exhibits qualities of integrity, reliability and trust
* Strong work ethic and being reliable
* Focus on quality
* Flexibility with schedule, work and team environments
**Job:** **Customer Service*
**Title:** *Client Associate Specialist (Mon – Fri, 9am – 6pm)*
**Location:** *SD-Rapid City*
**Requisition ID:** *57127*


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