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Vaco by Highspring · 2 days ago

Client Operations Specialist

Charlotte, NC

Full-time

Onsite

Mid Level

$55K/yr - $70K/yr

3+ years exp

Vaco by Highspring is seeking a Client Operations Specialist to manage and resolve client service issues while providing exceptional customer service. The role involves maintaining client databases, ensuring accurate billing, and overseeing new business implementation processes.

Staffing & Recruiting

Hiring Manager

Morgan Walk

Responsibilities

Manage and resolve client service issues in a timely manner

Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.)

Maintain & manage client database (Redtail)

Ensure clients are billed properly and policies paid to-date

Review pending lapse reports and proactively communicate deadlines to client and advisor

Maintain and organize all client files and records

Monitor and evaluate customer satisfaction with a feedback process

Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature)

Order all necessary underwriting requirements for insurance product implementation

Track new business pipeline and provide weekly status report

Record paid-for business in new business/commission tracking system

Provide clear and concise updates to clients throughout the process in a professional manner

Review the issued policies and investment contracts for accuracy and prepare for delivery

Actively find ways to automate or simplify the new business implementation process

Qualification

Insurance industry experienceInvestment advisory experienceLifeAccidentHealth licenseSIESeries 6/763 licenseCustomer serviceClient database managementDocumentation preparationCommunication skills